The Investment Advisor Division of WeiserMazars 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 BusinessesWhether 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, WeiserMazars Wealth Advisors is committed to helping you achieve your goals. Our services include:
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 WMWA. Should you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with WMWA or another professional advisor of your choosing. A copy of WMWA’s current written disclosure statement discussing our advisory services and fees remains available for your review upon request.