Trust Bridge Wealth Advisors - Mason Brown

06/03/2026

Estate Planning 101

Many people think estate planning is only for the wealthy or retirees... but the truth is, everyone can benefit from having a plan in place.

Join us for Estate Planning 101 with Charlie Bottenberg as we discuss the essentials of protecting your assets, caring for your loved ones, and making sure your wishes are carried out. We'll cover topics such as wills, trusts, powers of attorney, healthcare directives, and common estate planning mistakes to avoid.

Whether you're just getting started or looking to review your current plan, this is a great opportunity to learn and ask questions.

A little planning today can provide peace of mind for years to come.

Comment or message me if you would like to join!

05/22/2026

The key isn’t timing the market perfectly… it’s staying consistent. 📈

What’s one financial goal you’re working toward this year?👇

05/21/2026

Saving Early & Letting Time Work for You

This article is a fantastic resource that depicts how much saving early works to your advantage.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

05/20/2026

If you've been putting off getting a real financial plan - this one's for you. First conversation is completely free & no strings attached.

Send me a message or give me a call.
515-473-0230

05/18/2026

Membership Monday

✨Trust Bridge Wealth Advisors - Mason Brown ✨

Mason became a Financial Advisor because financial planning is about so much more than investments — it's about helping real people navigate life. Whether you're just starting your financial journey, buying your first home, planning for retirement, managing debt, preparing for Social Security, or working through a major life transition, Mason is in your corner every step of the way.

One of the biggest misconceptions Mason hears is that you need to be wealthy to work with a financial advisor. The truth is, everyone deserves a plan and the guidance to follow it — no matter where you are starting from.

As a fee-based fiduciary advisor, Mason takes a truly holistic approach to his clients' financial lives. He believes in educating, connecting people with the right resources, and walking alongside them through every season — from landing that first job to enjoying a well-earned retirement and everything in between.

How Mason Can Help YOU:
✔️Plan and grow your retirement savings
✔️ Navigate investments that align with your goals
✔️Protect your family and assets with the right insurance
✔️Build a financial roadmap for your small business
✔️ Strategizing the right time to draw & how to maximize Social Security Benefits
✔️Create a plan for life's biggest moments

Mason's office is located in Lenox, Iowa, but he proudly serves clients wherever they are most comfortable — in the office, in their home, at a convenient meeting spot, or virtually via Zoom. His goal is simple: to help you feel confident, informed, and prepared for whatever comes next.

📞 515-473-0230

✉️ [email protected]

🌐www.TrustBridgeWealthAdvisors.com

Thank You Mason for your support of the Bedford Area Chamber!

05/13/2026

Your future self is either thanking you or wishing you'd seen this sooner.

Don't wait until 'you're older' to find out if you're on track to meet your goals. The conversation needs to be had earlier than you think. Reach out anytime - see what a personalized financial plan could do for you.

05/08/2026

Thank you Adams Community Chamber of Commerce for the great ribbon cutting event today!

There's something different about building wealth in a small town — it's personal, it's generational, and it matters. Proud to be your local independent advisor

05/08/2026

✂️🎉 Join us TODAY at 10 AM at Lauvstad for a Ribbon Cutting & Ambassador Salute honoring Mason Brown with TrustBridge Wealth Advisors!

Come help us welcome and celebrate this business in our community! 👏🏽

📍 Lauvstad
⏰ 10:00 AM Today

We’d love to see community members, friends, family, and fellow business supporters there!

05/05/2026

I'm building something I believe SW Iowa genuinely needs.

I grew up watching hardworking families in communities like Bedford, Corning, Lenox, and Clarinda pour everything into their work, their farms, their businesses, and their kids. What I didn't always see was someone in their corner helping them protect it, grow it, and pass it on...

That's why I became a financial advisor. And that's why I chose to build my practice right here, local and convenient.

At Trust Bridge Wealth Advisors, my job is simple: help you build a bridge between where you are financially today and where you want to be. Whether you're just starting out, running a business, or starting to think seriously about retirement — that bridge looks different for everyone, and I build it around you.

I'm fee-based, independent, and I work for my clients — not a bank, and not a corporation.

So let me ask you: what's your biggest financial question right now? Drop it in the comments!

04/30/2026

Coffee Club tomorrow!!! This one will be one for the books! Super excited for our guest speaker!

No matter where you fall - confident, unsure, concerned, or not paying attention - You're invited. ☕

Friday, May 1st | 9:00-9:30AM | Trust Bridge Offices | Zoom

📧For more information: Reach out to [email protected]