The SEI Wealth Network®
Looking beyond your wealth. An exclusive national system of independent advisors, the mission of the SEI Wealth Network® is the fulfillment of our clients' goals. Our innovative approach is best realized through the experience of working with us.
SEI Wealth Network® Member Firms are growing in both number and regional specialty, yet all share the resources and expertise of a proven global organization.
To discover more about the SEI Wealth Network®,
click here.
Rubicon Wealth Management
Member, SEI Wealth Network®
Real lives. Real answers. At Rubicon Wealth Management, we pride ourselves on offering holistic, life and wealth advice. Historically, our relationships have been much deeper than that of any traditional "Financial Planner." Our partnership with the SEI Wealth Network® takes our business to the next level. Our advice stretches far beyond typical financial issues and is tied to uniquely personal goals. Combining proven expertise with genuine objectivity, our success is defined by our ability to make your vision real.
While the current scope of our business is concentrated in Pennsylvania, our Wealth Network Membership is national, with plans to expand globally. If you would like to learn how our Network might help you, simply call 1-888-SEI-LEARN (1-888-734-5327) or
drop us an email: WealthResponse@seic.com.
Scott J. Mason
With over 23 years experience in the wealth planning business, Scott has been an independent advisor for nearly a decade. His vast experience includes co-founding Rubicon Wealth Management, an advisory firm managing over $130 million in assets. At Rubicon, Scott directed Investment Strategy and Business Development. He has completed the Securities Industry Institute Program at Penn's Wharton School of Business and has an undergraduate degree from Hobart College in Geneva, New York.
An avid sports fan, Scott enjoys coaching and being a spectator for his children, Matthew, Aly and Andrew. Scott, his wife Lynne and their family reside in Gladwyne, Pennsylvania.
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SEI Wealth Network® is an umbrella name for various life and wealth services provided through Rubicon Wealth Management and SEI Investments Management Corp.
Information on this site is directed toward U.S. residents only. Rubicon Wealth Management and SEI Investments Management Corp. are registered as investment advisors with the SEC. Rubicon Wealth Management and SEI Investments Management Corp. only transact business in states where they are properly registered, or are excluded or exempted from registration requirements.
Securities and variable annuities offered through SEI Investments Distribution Co., a registered broker/dealer and member NASD/SIPC, One Freedom Valley Drive, Oaks, Pennsylvania 19456.
Insurance products offered through SEI Insurance Group Inc.
Rubicon Wealth Management, SEI Investments Distribution Co., SEI Investments Management Corp. and SEI Insurance Group Inc. are separate companies.
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