MEET Mazuelos And Company Wealth Management

Guiding Your Financial Journey
with Expertise and Care

ABOUT US

Meet the Founder:
Robert Mazuelos

Robert is Managing Director and brings over thirty years of experience in the investment management industry.

After repeated requests for help from family and friends, he decided to leave the institutional side of portfolio management and switch over to private wealth management for individuals, families, high-net worth individuals and small businesses. 

Robert has made helping people and making lasting connections his mission. He strives to educate and inform clients so they can feel confident in their financial life. As a fiduciary, he acts in the best interest of his clients while taking time to listen to clients, ask questions and understand their expectations and concerns. 

Previously, Robert was General Partner and Portfolio Manager at Mercator Asset Management responsible for the management of Public and Corporate Employee Benefit Plans, Foundations and Endowments. As a Senior Vice President and Portfolio Manager at Hansberger Global Investors, Robert held a similar role managing investment portfolios for institutional clients throughout the U.S.

Pursuing a Better Investment Experience

Our approach to investing is rooted in simplicity, discipline, and a focus on what truly matters. 
By avoiding distractions and embracing proven strategies, we help clients pursue long-term success.

Why Choose Mazuelos And Company Wealth Management

Expertise Meets Innovation

Today’s fast-paced financial landscape demands both experience and adaptability. At Mazuelos & Company Wealth Management, we combine decades of expertise with cutting-edge technology to deliver a seamless and secure wealth management experience

Personalized Planning

Tailored strategies that align with your goals, risk tolerance, and time horizon.

Technology-Driven Solutions

Online account access 24/7 through Charles Schwab's secure client portal.

Proactive Communication

Digital reports and virtual meetings for ultimate flexibility and convenience.

Your Future Starts Here

Let’s Build Your Future Together

At Mazuelos & Company Wealth Management, we understand that every client is unique, and so is their financial journey. Whether you’re planning for retirement, growing your wealth, or securing your legacy, we’re here to guide you every step of the way.