So when the Philadelphia Business Journal articles came out about Scott and Lynne Mason and Rubicon Wealth Management and Orchard Park Real Estate Holding LLC, one of the first things I did was go to the Rubicon website to see what they were about. https://www.rubiconwealth.com/ was the website and when I plunked it into Google I came up empty:
Then yesterday the Philadelphia Inquirer article broke more of the story wide open (totally worth a subscription to read the article)….
So I think the Rubicon phone number is the same from when they were in Bala Cynwyd, before Blue Bell, and it is just ported as a VoIP number. Who knows if there is still an actual office? 980 Jolly Road in Blue Bell is an office complex- think this is the website: https://www.980jollyroad.com/
This is Rubicon’s Blue Bell office address:
980 Jolly Road Suite 115
Blue Bell, PA 19422
Phone: 610-668-4615
Fax: 610-668-2890
Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment
Anyway, I was getting stuck trying to figure out where the cache of the Rubicon Wealth Management website was. I figured it had to be somewhere, it’s the Internet, right? So I asked a techie friend what the name of the website was that captures these old things if they are entered. They texted me back “Internet Archive : Wayback Machine.”
Well dayyyummmmmnnn, let me introduce you to Rubicon Wealth Management as they have it: https://web.archive.org/web/20231002005659/https://www.rubiconwealth.com/
Now I have zero clue how long this stuff lives on this site, so here are some links and you’re welcome:
https://web.archive.org/web/20231202141449/https://www.rubiconwealth.com/resource-center/videos
https://web.archive.org/web/20231211153343/https://www.rubiconwealth.com/blog
https://web.archive.org/web/20230922140436/https://www.rubiconwealth.com/services
https://web.archive.org/web/20231202160527/https://www.rubiconwealth.com/meet-the-team
So where to begin? Before I get to the website, allow me to start with one of their little website video snippets, geared towards women. As a woman, considering the accusations, this is particularly despicable. A lot of women of a certain age, are not necessarily investment savvy, and can be too trusting.
Then I found this other website called wallmine https://wallmine.com/adviser/235961/rubicon-wealth-management-llc
And that led me to the info on the former Chief Compliance Officer who left a while back I guess. He was the Compliance Officer before Scott Jeffrey Mason donned the cape of regulation, which is truthfully kind of dumb because where is the separation of church and state?
So people were asking who was on the Rubicon website. Well here are your screenshots:
So Malvern Capital Management who was in the Inquirer article is literally right in Malvern. Here is a link to their website. They are also potential victims, aren’t they? Like what about the people related to Scott and Lynne Mason? You know when you have “family” in the financial business, it’s common that they manage their family members’ assets as well, isn’t it? Or you do business with neighbors, friends, the folks you met at a civic association meeting, it’s all good over a round or two of golf, a cocktail party, etc? What will the fallout be exactly? This is actually a tragedy that will possibly have several acts, right?
This whole thing takes your breath away. I can still find nothing at all on the Orchard Park Real Estate Holdings LLC except the LLC basics on the Commonwealth of PA website.
Well that’s all I’ve got but I hear the 19035 is all abuzz. Also, so we are clear: I am not following this for the salaciousness alone, I think this is wrong. People entrust their life savings to people and they expect honesty and a moral compass, right? I realize the cases here are just beginning but remember, the Philadelphia Business Journal articles and the Philadelphia Inquirer article both mentioned that “clients have been in contact with FBI and SEC investigators who are seeking information about Rubicon”, he said” to directly quote Joseph DiStefano’s Inquirer article.
I will be honest and say out loud that this is so sad what the Main Line has become. And the Nouveau Main Line is ripe for these issues because these people move there now because it’s an exclusive-ish suburbia in Lower Merion Township and no one knows the history at all. And a perennial problem? People from one side of the river quite literally in Montgomery County never pay attention to the other side of the river. It’s like when I was growing up, the Main Line crowd and the Chestnut Hill crowd didn’t mingle, and neither of them mingled much with Ambler, Abington, Dresher, Jenkintown, Huntingdon Valley, Bucks County, etc.
The First Amendment as always allows me my opinions.
Here’s yesterday’s post: