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 and pension plans. 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 USA Wealth Advisors is committed to helping you achieve your goals. Our services include:

  • Comprehensive investment review
  • Goal-based investment planning
  • Income planning
  • Cash-flow planning

*Please Note: The scope of any financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Mazars USA Wealth Advisors LLC does not serve as an attorney or accountant. Mazars USA Wealth Advisors LLC does not prepare estate planning documents or tax returns.

Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor.  Securities offered through APW Capital, Inc., Member FINRA/SIPC., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211 – Member FINRA/SIPC. Mazars USA Wealth Advisors  LLC. is a separate entity from APW Capital, Inc. 


Important Disclosure Information


















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 and pension plans. 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 USA Wealth Advisors is committed to helping you achieve your goals. Our services include:

  • Comprehensive investment review
  • Goal-based investment planning
  • Income planning
  • Cash-flow planning

*Please Note: The scope of any financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Mazars USA Wealth Advisors LLC does not serve as an attorney or accountant. Mazars USA Wealth Advisors LLC does not prepare estate planning documents or tax returns.

Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor.  Securities offered through APW Capital, Inc., Member FINRA/SIPC., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211 – Member FINRA/SIPC. Mazars USA Wealth Advisors  LLC. is a separate entity from APW Capital, Inc. 


Important Disclosure Information

 

 
 

 

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