Robert Mazuelos
Financial Planning for pre-retirees, retirees and affluent families
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Serving Clients Nationwide
Financial Planning for pre-retirees, retirees and affluent families
Areas of Focus
- Financial Planning
- High Net Worth Retirement Planning
- Investment Management
- Roth Conversion Strategies
- Tax-Efficient Planning
About Robert Mazuelos
Hi, I'm Robert Mazuelos, Managing Director of Mazuelos & Company Wealth Management.With over 30 years of experience in the investment management industry, and after repeated requests for help from family and friends, I 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.
I have made helping people and making lasting connections my mission. I strive to educate and inform clients so they can feel confident in their financial life. As a fiduciary, I act in the best interest of my clients while taking time to listen to clients, ask questions and understand their expectations and concerns.
Previously, I 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, I held a similar role managing investment portfolios for institutional clients throughout the U.S.
Primary Location
Fort Lauderdale, FL
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Mazuelos & Company Wealth Management
Mazuelos & Company Wealth Management is a registered investment adviser based in Fort Lauderdale, Florida, offering tailored wealth management services designed to grow, protect, and optimize our clients' wealth. With over 30 years of industry experience, we guide individuals, families, and businesses toward achieving their financial goals with confidence and clarity.Who We Serve
We work with individuals, families, high-net-worth individuals, and small businesses, helping clients at every stage — from building emergency funds and investment strategies like IRAs and 401(k)s, to navigating a large windfall, to focusing on risk management, tax planning, and estate strategies as retirement nears.
Our Philosophy
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. We combine decades of expertise with technology such as 24/7 online account access through Charles Schwab's secure client portal, along with digital reports and virtual meetings for flexibility and convenience.
Transparent Pricing
As fiduciary, fee-only advisors, we do not accept commissions, referral fees, or revenue sharing, and we operate independently from banks, brokers, and insurers. We never handle or accept client funds directly, and we are upfront about all fees, terms, and client expenses so that our advice remains purely client-focused.
Mazuelos & Company, LLC is a registered investment adviser based in Fort Lauderdale, Florida.
Education
University of Florida, Bachelor of Science (BS), Finance, General; Florida Atlantic University, Master of Business Administration (MBA)
Hobbies and Interests
- Cars
- Computer
- Cooking
- Entertaining
- Family
- Grilling
- Movies
- Music
- Reading
- Soccer
- Sports
- Traveling
- Volunteering
- Walking
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Creative Professionals
- Divorce
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- High Net Worth
- Hispanic | Latino
- Individuals
- Intergenerational Families
- LGBTQ Couples
- Living in Retirement
- Mid-Career Professionals
- Military
- Newly Engaged / Newlywed
- Parents
- Physicians
- Pre-Retirees
- Real Estate Agents
- Single Women
- Technology Professionals
- Therapists
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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