Our Philosophy

Our Philosophy

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.

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Our Process

Our Process

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.

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OUR MISSION

Financial Planning with a Personalized Approach

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.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Financial Planning

    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

  • Portfolio Management

    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

  • Selection of Third Party Managers

    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

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Where Will Your Retirement Money Come From?</p>

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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<p>Mortgages in Retirement</p>

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Have a question? We're ready to help.

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