Our Team
Four people, and you will know all of them
MTP Private Wealth at Farther is a four-person firm in Marlton. There is no service tier that decides which of us you talk to.
Who we are
A Marlton practice built on a partnership that began in 1999
Chris Masso and John Torrence formed their partnership in 1999 at Deutsche Bank Alex. Brown and went independent in 2008. Nick Pantle joined in 2017 and is now the third name in MTP, which stands for Masso Torrence Pantle, and Samantha Grisham handles client service and onboarding. The three advisors work as one team rather than three practices under one roof, so the person you reach can speak to the whole picture.
The firm operates at Farther, an SEC-registered investment advisor whose Intelligent Wealth Platform provides portfolio technology, research, and reporting, along with an estate planning team, access to alternative investments, and multi-family office capabilities. Client assets themselves are custodied independently, at Schwab, Fidelity, Pershing, or Apex. That arrangement is why four people in Marlton can offer what they do. The infrastructure is Farther’s and the relationships are ours.
Private investments are available only to qualified clients and involve risks, including the potential loss of the entire investment, limited liquidity, and limited transparency.
Who we work with
- Business owners, physicians, and professionals→
Planning, investments, and tax strategy for families whose finances outgrew a simple answer, most of them referred by their accountant or attorney.
- Pre-retirees and retirees→
Turning savings into income, with the Social Security, tax, Medicare, and estate decisions that come with it.
- Families above $10 million→
One team coordinating investments, tax, estate, risk, and the administration of a complicated balance sheet.
- Employers and nonprofits→
Consulting on 401(k), cash balance, SIMPLE, SEP, and 403(b) plans, and on a nonprofit's own reserves and endowment.
Principal
Christopher Masso
CRPS®
Principal at MTP Private Wealth. Chris has advised individuals and families since 1996 and carries many of the firm's longest client relationships.
Read full bio→
Principal
John Torrence
AIF® · CRPS®
Principal at MTP Private Wealth. John leads the firm's investment approach and has advised clients for more than thirty years.
Read full bio→
Senior Vice President
Nicholas Pantle
CFP® · CRPC® · CPFA®
Senior Vice President at MTP Private Wealth. Nick leads the firm's financial planning work and has advised business owners, professionals, and their families for more than a decade.
Read full bio→
Relationship Manager
Samantha Grisham
Relationship Manager at MTP Private Wealth, and the operational and relational backbone of the firm. Samantha is the person clients reach first for service, transfers, and onboarding.
Read full bio→
About Farther
Farther is a modern wealth management firm that supports independent advisors with advanced technology, multi-custodial access, and a robust operations team to help deliver more proactive, tax-intelligent advice while keeping your full financial life organized in one place.
Farther's Intelligent Wealth Platform enables us to supersede the traditional wealth management experience by empowering our advisors to be more efficient, effective, and focused entirely on building your wealth and provides the following:
- A modern client experience: A secure Intelligent Wealth Platform that brings your accounts, investments, documents, and progress toward your goals into a single, trusted view, so you always know where you stand and can stay connected with your advisor.
- Trusted and multi-custodial flexibility: Your investment accounts are held at leading well-known custodians that Farther works with, such as Charles Schwab, Apex, Fidelity, and Pershing, so your assets stay secure while we focus on advice and execution.
- Investing and planning infrastructure: Farther's Intelligent Wealth Platform combines powerful capabilities like automated tax-loss harvesting, advanced portfolio customization, and sophisticated asset location with dedicated teams who tailor to your specific goals and risk-reward preferences.
- Concierge support: A dedicated operations team handles much of the administrative and workflow complexity, helping your advisor spend more time in planning conversations and proactive outreach.
Farther's Intelligent Wealth Platform does the heavy administrative and operational lifting so that we can focus on you. This partnership liberates us to be a true strategist and coordinate your financial picture.
Next step
Talk to one of us
You will speak with an advisor rather than an intake team. Call the office or send a note and we will find a time.