Investment Advisory

The Investment Advisor Division of Mazars USA Wealth Advisors is comprised of a team of high level financial professionals working together with our clients to achieve their investment and financial objectives. Using an integrated approach that works in tandem with our client’s team of trusted advisors (i.e. CPA, attorney, banker, etc.), we develop disciplined investment programs, strategically customized to meet investment goals, while taking into consideration risk tolerance, and time horizon.

Our clients include individuals, corporations, business owners, pension plans and endowment funds. The independent research and due diligence process we apply to each engagement allows us to screen asset managers without bias. We are “process-oriented” as opposed to “product-driven.” We do not sponsor investment solutions and are independent and objective investment advisors. This enables us to focus on the needs of our clients and provide independent and customized plans to meet their goals.

For Individuals and Businesses

Whether you are a high net worth individual or a family interested in planning for the future, or a business owner looking to maximize your wealth, Mazars Wealth Advisors is committed to helping you achieve your goals. Our services include:

  • Comprehensive investment review
  • Goal-based investment planning
  • Customized asset allocations using
  • Stocks
  • Bonds
  • Mutual funds
  • Alternative investments
  • Private equity
  • Exchange traded fund
  • Risk management
  • Consolidated investment performance reporting
  • Fiduciary support services

Please Note: You should not assume that any of the above serves as the receipt of, or as a substitute for, personalized investment advice from MWA. Should you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with MWA or another professional advisor of your choosing. A copy of MWA’s current written disclosure statement discussing our advisory services and fees remains available for your review upon request.

Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211 Member FINRA/SIPC. Mazars USA Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc.

   

 

  



Investment Advisory

The Investment Advisor Division of Mazars USA Wealth Advisors is comprised of a team of high level financial professionals working together with our clients to achieve their investment and financial objectives. Using an integrated approach that works in tandem with our client’s team of trusted advisors (i.e. CPA, attorney, banker, etc.), we develop disciplined investment programs, strategically customized to meet investment goals, while taking into consideration risk tolerance, and time horizon.

Our clients include individuals, corporations, business owners, pension plans and endowment funds. The independent research and due diligence process we apply to each engagement allows us to screen asset managers without bias. We are “process-oriented” as opposed to “product-driven.” We do not sponsor investment solutions and are independent and objective investment advisors. This enables us to focus on the needs of our clients and provide independent and customized plans to meet their goals.

For Individuals and Businesses

Whether you are a high net worth individual or a family interested in planning for the future, or a business owner looking to maximize your wealth, Mazars Wealth Advisors is committed to helping you achieve your goals. Our services include:

  • Comprehensive investment review
  • Goal-based investment planning
  • Customized asset allocations using
  • Stocks
  • Bonds
  • Mutual funds
  • Alternative investments
  • Private equity
  • Exchange traded fund
  • Risk management
  • Consolidated investment performance reporting
  • Fiduciary support services

Please Note: You should not assume that any of the above serves as the receipt of, or as a substitute for, personalized investment advice from MWA. Should you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with MWA or another professional advisor of your choosing. A copy of MWA’s current written disclosure statement discussing our advisory services and fees remains available for your review upon request.

Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211 Member FINRA/SIPC. Mazars USA Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc.

   

 

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Mazars USA LLP is an independent member firm of Mazars Group. Legal and privacy policy Contact us Terms and Conditions



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© 2017 Mazars USA LLP is an independent member firm of Mazars Group.