# Mazuelos And Company Wealth Management > Empowering Your Financial Future with Integrity and Expertise Language: en URL: https://mazuelosco.com/ All pages on this site are available as clean Markdown by adding the header `Accept: text/markdown` to any HTTP request. REST API: https://mazuelosco.com/wp-json/mescio-for-agents/v1/markdown?url={page_url} ## Pages - [Home](https://mazuelosco.com/): Welcome to   Expert Wealth Management Services for Your Financial Future Get Started ABOUT  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 - [About Us](https://mazuelosco.com/about-us/): MEET  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 - [Services](https://mazuelosco.com/services/): Our  Services Tailored Wealth Management for Every Stage of Life Financial planning evolves as your life progresses. We offer customized strategies to help you accumulate, preserve, distribute, and transfer your wealth—empowering you every step of the way. Wealth Accumulation In - [Contact Us](https://mazuelosco.com/contact-us/): Ready To  Start? Contact Us (954) 695-8880 robert@mazuelosco.com Get In  Touch Let's Simplify Your Financial Journey Submit We understand how overwhelming it can be to juggle work, family, and finances in today’s fast-paced world. That’s why we’re here to take - [Part 2 Brochure](https://mazuelosco.com/part-2-brochure/): Form ADV Part 2A Brochure --- # Full Content --- title: "Part 2 Brochure" url: "https://mazuelosco.com/part-2-brochure/" lang: "en-US" type: "page" description: "Form ADV Part 2A Brochure" last_modified: "2025-10-28T14:47:28+00:00" translations: es: "https://mazuelosco.com/part-2-brochure/" --- # Part 2 Brochure # Form ADV Part 2A Brochure --- --- title: "Contact Us" url: "https://mazuelosco.com/contact-us/" lang: "en-US" type: "page" description: "Ready To  Start? Contact Us (954) 695-8880 robert@mazuelosco.com Get In  Touch Let's Simplify Your Financial Journey Submit We understand how overwhelming it can be to juggle work, family, and finances in today’s fast-paced world. That’s why we’re here to take" last_modified: "2025-02-04T22:44:30+00:00" translations: es: "https://mazuelosco.com/contact-us/" --- # Contact Us Ready To  Start? # Contact Us - [ (954) 695-8880 ](tel:954-695-8880) - [ robert@mazuelosco.com ](mailto:info@mazuelosco.com) ## Get In  Touch Let’s Simplify Your Financial Journey Submit We understand how overwhelming it can be to juggle work, family, and finances in today’s fast-paced world. That’s why we’re here to take the financial burden off your plate. By working together, we’ll help you pursue peace of mind and focus on what truly matters to you. --- --- title: "Services" url: "https://mazuelosco.com/services/" lang: "en-US" type: "page" description: "Our  Services Tailored Wealth Management for Every Stage of Life Financial planning evolves as your life progresses. We offer customized strategies to help you accumulate, preserve, distribute, and transfer your wealth—empowering you every step of the way. Wealth Accumulation In" last_modified: "2025-01-28T05:27:10+00:00" translations: es: "https://mazuelosco.com/services/" --- # Services # Our  Services Tailored Wealth Management for Every Stage of Life Financial planning evolves as your life progresses. We offer customized strategies to help you accumulate, preserve, distribute, and transfer your wealth—empowering you every step of the way. ## Wealth Accumulation In the early stages of your career, we will discuss cash flow budgeting, emergency funding, review goals and large planned expenses. We will implement asset allocation and asset location strategies, including Roth IRAs vs. Traditional IRAs and options for your previous employer’s 401(k) account. Received a large windfall of money? Let’s talk about the best way to invest it. ## Wealth Preservation Mid-to-late career professionals should start thinking more seriously about prospects for retirement. Discussions will center around risk management, tax planning strategies, potential Roth conversions, college planning and review of estate plans. Our goal will be to increase your net-worth over time and find ways to minimize your taxes now and through retirement. ## Wealth Distribution A distribution strategy is key at this stage in order to manage spending and taxes. A coordinated effort with other professionals such as CPAs, tax and estate attorneys will help alleviate the complexities of an evolving financial plan. At this stage, we will review your income sources and discuss social security, Medicare, and long-term care insurance. ## Wealth Transfer You did well. You worked hard and lived within your means. Now it’s time to enjoy what you care about the most – spending time with family, traveling or taking up new hobbies. At this stage you may want to review your estate plans and consider gifting strategies, college planning for your grandchildren or charitable donations. ## Our Fee-Based Approach Mazuelos & Company Wealth Management offers wealth management that goes beyond portfolio management. Our services include retirement planning, tax planning, cash flow analysis, risk management, estate planning, among others. We charge an annual fee based upon a percentage of the assets being managed. The agreed upon fee to be paid by the client will be clearly stated in the management agreement signed by the client and the firm. Fees are payable quarterly, in arrears, based on the daily average balance of the client’s account. | ASSETS UNDER MANAGEMENT | ANNUAL FEE | | --- | --- | | Under $1,000,000 | 1.25% | | $1,000,001 to $3,000,000 | 1.00% | | $3,000,001 to $5,000,000 | 0.60% | | Above $5,000,000 | Negotiable | Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others. At our discretion, we may combine the account values of family members to determine the applicable management fee. Combining account values may increase the asset total, which may result in you paying a reduced management fee based on breakpoints in our fee schedule. ## 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. Contact Us --- --- title: "About Us" url: "https://mazuelosco.com/about-us/" lang: "en-US" type: "page" description: "MEET  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" last_modified: "2025-01-28T05:20:31+00:00" translations: es: "https://mazuelosco.com/about-us/" --- # About Us MEET  # 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. - Embrace Market Pricing - Don’t Try to Outguess the Market - Resist Chasing Past Performance - Let Markets Work for You - Consider the Drivers of Return - Practice Smart Diversification - Avoid Market Timing - Manage Your Emotions - Look Beyond the Headlines ## Why Choose  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. Contact Us --- --- title: "Home" url: "https://mazuelosco.com/" lang: "en-US" type: "page" description: "Welcome to   Expert Wealth Management Services for Your Financial Future Get Started ABOUT  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" last_modified: "2025-03-06T15:18:05+00:00" translations: es: "https://mazuelosco.com/" --- # Home ## Welcome to   # Expert Wealth Management Services for Your Financial Future [ Get Started ](#about) ![Couple discussing financial goals with a wealth management advisor.](https://mazuelosco.com/wp-content/uploads/2024/12/couple-in-financial-advisor-office-2000px-e1734021318291-1024x910.webp) ![Couple discussing financial goals with a wealth management advisor.](https://mazuelosco.com/wp-content/uploads/2024/12/10-Reasons.Financial-Advisor-Image-2-1024x536.webp) ![Trusted financial advisor providing expert wealth management services.](https://mazuelosco.com/wp-content/uploads/2024/12/Types-of-Wealth-Management-1024x683.webp) ![Couple planning wealth distribution strategies with a financial advisor.](https://mazuelosco.com/wp-content/uploads/2024/12/mature-couple-in-meeting-e1734021261723-1024x814.webp) ## ABOUT  ### 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 Mazuelos ![](https://mazuelosco.com/wp-content/uploads/2024/11/quote-animation2v.gif) ## “A Goal Without A Plan Is Just A Dream…” Robert Mazuelos ![](https://mazuelosco.com/wp-content/uploads/2024/11/quote-animation2v.gif) ## OUR  SERVICES ## Empowering You with Wealth Management Expertise ![Young woman strategizing her wealth accumulation with a financial expert.](https://mazuelosco.com/wp-content/uploads/elementor/thumbs/gettyimages-1420697156-2048x2048-1-e1734022835652-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp) #### 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. [ READ MORE ](/services/#wealth-accumulation) ![Man nearing retirement planning wealth preservation strategies.](https://mazuelosco.com/wp-content/uploads/elementor/thumbs/454406190_982015063934098_4004112546579857934_n-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp) #### Wealth Preservation As retirement nears, we focus on risk management, tax planning, and estate strategies to grow your wealth and minimize taxes. [ Read More ](/services/#wealth-preservation) ![Couple planning wealth distribution strategies.](https://mazuelosco.com/wp-content/uploads/2024/12/financial-planning.webp) #### 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. [ Read More ](/services/#wealth-distribution) ![Family with grandchildren receiving guidance on wealth transfer strategies.](https://mazuelosco.com/wp-content/uploads/2024/12/family.webp) #### 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. [ Read More ](/services/#wealth-transfer) ## Trusted Fiduciary Standards ### Your interest comes first, always. We follow strict fiduciary standards to ensure objective, transparent advice. With a fee-only model, and complete independence, we focus solely on what’s best for you. Your assets and security are our top priority. ### 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, leading wealth management services.](https://mazuelosco.com/wp-content/uploads/2024/12/Robert-Mazuelos-682x1024.webp) #### 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. Learn more ## Get Started with Your  Financial Future Today ## Complete the form, and let’s begin planning your path to success Submit ---