Welcome to Mazuelos And Company Wealth Management
Expert Wealth Management
Services for Your Financial Future
ABOUT Mazuelos And Company Wealth Management
The Financial Freedom Without Boundaries
At Mazuelos & Company Wealth Management, we specialize in providing tailored wealth management services designed to grow, protect, and optimize your wealth. With over 30 years of industry experience, we guide individuals, families, and businesses toward achieving their financial goals with confidence and clarity.
As fiduciary, fee-only advisors, your success is our priority. We combine personalized strategies, independent advice, and innovative tools intended to deliver exceptional results and lasting peace of mind.
"A Goal Without A Plan Is Just A Dream..."
Robert MazuelosMANAGING DIRECTOR OF Mazuelos And Company Wealth Management
"A Goal Without A Plan Is Just A Dream..."
Robert MazuelosMANAGING DIRECTOR OF Mazuelos And Company Wealth Management
OUR SERVICES
Empowering You with Wealth Management Expertise
Wealth Accumulation
We help you with budgeting, emergency funds, and investment strategies like IRAs and 401(k). Received a large windfall? Let’s discuss the best way to invest it.
Wealth Preservation
As retirement nears, we focus on risk management, tax planning, and estate strategies to grow your wealth and minimize taxes.
Wealth Distribution
We create strategies to manage spending and taxes in retirement, working with CPAs and estate attorneys to optimize income, Social Security, and long-term care.
Wealth Transfer
Enjoy the rewards of your hard work. We review your estate plan and help with gifting strategies, college planning for grandchildren, and charitable donations.
Trusted Fiduciary Standards
Your interest come first, always.
Fee-Only Advice
We provide objective guidance with no hidden costs or commissions.
Conflict Avoidance
We avoid conflicts of interest and actively work to mitigate any unavoidable ones.
Transparent Costs
We are upfront about all fees, terms, and client expenses.
Client Asset Security
We do not physically hold or possess any client assets, securities, or funds.
No Commissions or Referral Fees
We do not accept commissions, referral fees, or revenue sharing, ensuring our advice is purely client-focused.
Independent & Secure
We operate independently from banks, brokers, and insurers, and we never handle or accept client funds directly.
WHY CHOOSE US
Experience, Integrity, and Technology That Puts You First
With over 30 years of experience, we offer expert, fiduciary-driven financial guidance tailored to your goals. We prioritize transparency, act in your best interest, and utilize innovative technology to keep you connected and informed. Let us work together in an effort to help you achieve financial security and growth with confidence.
ROBERT MAZUELOS
Managing Director
About Us
Meet Our Founder
Robert, our Managing Director, has over 30 years of experience in wealth management. He transitioned from managing institutional portfolios to helping individuals, families, and businesses achieve financial security. With a focus on personalized guidance and fiduciary responsibility, Robert is dedicated to helping clients grow and protect their wealth with confidence.
