Wealth Advisory

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WeiserMazars LLP offers Wealth Advisory services through our registered investment advisor Weiser Capital Management LLC.

About Weiser Capital Management LLC

Weiser Capital Management is a full service wealth advisory firm providing coordinated and integrated planning services. Utilizing our three key tools: Legacy Wealth Planning, Lifetime Income Planning and Benefit Design Advantage™, we address the needs of business owners, high net worth individuals and their families. Our professionals take a sophisticated approach to serving clients by going beyond standard asset management. We provide financial, estate, insurance and benefits planning as well as investment advisory solutions. Unlike many firms that offer one-size-fits-all solutions, we work with our clients to understand their unique circumstances and then assist in creating customized solutions designed to address the complex challenges that our clients face. We collaborate with our clients so they can better understand and attain their short term needs and long term financial goals.

Benefits Design Advantage abc	Insurance Advisory Using our proprietary processes, Weiser Capital Management insurance professionals design custom-made insurance programs, for each of our clients.
Investment Advisory Weiser Capital Management investment professionals specialize in creating portfolios geared to your goals, risk tolerance, and time tables.	Proprietary Planning Strategies Our proprietary planning strategies help high net worth individuals, families, and business owners maximize wealth and plan for the future.

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Weiser Specialties

Not-for-Profit

Weiser is committed to providing qualified, competent, and sound business advice to the Not-for-Profit community.

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