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: 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 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.    


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, 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: 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 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.    


Important Disclosure Information

 
 

 

    Mazars > Services > Mazars USA wealth advisors llc > Investment Advisory
Follow us
Share This
ABOUT US SERVICES INDUSTRIES   PUBLICATIONS CAREERS
Who We Are Accounting, Auditing and Assurance Aerospace Defense Life Sciences Alerts Professional Development
Our People Consulting Services Banking Manufacturing & Distribution Articles Career Opportunities
Locations Employee Benefit Plans Broker/Dealers Media & Entertainment Comment Letters SiteLock
Events Financial Advisory Services Consumer Products Not-for-Profit Newsletters
Press Governance, Risk and Compliance Energy & Utilities Private Client Services Surveys and Whitepapers
  International Services Financial Services Private Equity  
  Public Company Services Food & Beverage Professional Services Firms    
  Tax Services Health Care Real Estate    
  Mazars USA Wealth Advisors LLC Textile Rental Technology  
    Insurance Transportation    
Mazars USA LLP is an independent member firm of Mazars Group. Legal and privacy policy Contact us Terms and Conditions



Legal and privacy policy Contact us Terms and Conditions

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