Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Choosing an investment advisor is one of the most important decisions you will make to build your financial freedom. You need to know that you can build a meaningful relationship with your advisor based on trust and integrity and that your advisor understands YOU.
Our mission is to assist you with meeting your financial goals and objectives according to your financial situation, time horizon and tolerance for risk. We maintain one overall objective – structure and implement investment strategies designed to maximize wealth, maintain investment expectation, and minimize risk.
Discover an array of services for all your financial needs.
Financial planning is one of the most important tools successful people use to bridge unexpected events to create an extraordinary personal life, business career, and the security needed in their retirement years. Learn More
Our portfolio management services focus on designing a portfolio allocation of primarily investment company (“mutual fund”) products, exchange-traded funds (“ETFs”), fixed income/debt (“bond”) instruments, and equity (“stock”) positions to achieve the best return on your investment capital. Learn More
Winston·Mazuelos & Co. may recommend that all or portion of your investment portfolio be implemented by selecting one or more unaffiliated Portfolio Managers; or, use the portfolio management resources of another investment advisor to manage your portfolio. Learn More
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