G. Chadd Mason
CEO and Co-founder @The Cabana Group
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WORK HISTORY
CEO and Co-founder @The Cabana Group
Fayetteville, AR, US
The Cabana Group brings traditional financial services, legal counsel, retirement solutions and risk-based wealth management under one roof. Our mission is to provide a simpler, more confident way for individuals and small businesses to reach their long-term financial goals through unique products and coordination of advisors. While we serve clients and financial advisors across the country, our offices in Arkansas, Texas and Colorado are comprised of investment adviser representatives, attorneys, tax professionals, insurance producers and a software engineer. Our core services include wealth management, portfolio construction, tax and estate planning, business development, insurance, annuities and sub-advisory money management. For more about our firm and product offerings visit or email us at i•••@thecabanagroup.com. Important Disclosure Documents: Form CRS: http://thecabanagroup.com/form-crs Form ADV Part 2A: https://thecabanagroup.com/adv-part2 Privacy Policy: https://thecabanagroup.com/privacy-policy/ Proxy Voting Policy: https://thecabanagroup.com/disclaimers/proxy-voting-policy/ Additional Disclaimers: https://thecabanagroup.com/disclaimers
EDUCATION
Thomas Jefferson School of Law
Master of Laws (LL.M.), International tax, wealth management and financial services
University of Arkansas
Bachelor of Arts (B.A.), Psychology
University of Denver - Sturm College of Law
Doctor of Law (J.D.)
SKILLS
ABOUT G. CHADD MASON
G. Chadd Mason is the CEO and founder of The Cabana Group. A rare dual-practitioner working to solve clients’ legal and financial issues, Mason believes “no client issue is isolated.” He combines specialized knowledge in two professions to better serve individual investors, pension boards, businesses RIAs and financial advisors across the country. He has earned distinctive credentials, including the Chartered Wealth Manager® designation and a Masters of Law degree.Mason provides wealth management and comprehensive financial advice through his SEC registered investment advisory firm, Cabana Asset Management. He provides retirement planning and insurance products as the principal of Cabana Financial and Cabana Institutional, and as an attorney he provides legal counsel to clients in areas of wealth management, estate planning and investment advisor/broker dealer regulation through Cabana Law Group (Prevost, Shaff, Mason and Carns, PLLC in the state of Texas). His holistic business model allows him to address both his clients’ legal and financial needs, with the commitment to helping them protect, manage and grow their wealth.After a nearly two-decade legal career in both civil and criminal litigation, Mason discovered his passion for investment management and founded Cabana Asset Management in 2008, which is now an SEC register investment firm.
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