The management of wealth is not a once and done proposition and the advisors at Mazza Financial Group have the knowledge, experience and expertise to understand that in order to achieve the goals of our clients we must be committed to the process of wealth management. It is in that commitment, we have dedicated ourselves to the “Client-centered” approach to planning where our clients' interests always come first.
Wealth management is the process of allocating assets properly in order to achieve desired growth and income objectives. We believe that achievement of these objectives is attained through the creation and continuous monitoring of a wealth management solution that is customized for each client.
This process begins by helping our clients identify their goals and objectives, time horizon and risk tolerance. Goals and objectives may be short term, intermediate term or long term and the tolerance for risk may be different for each. Once this has been completed, we are then able to create a customized solution that is tailored to help each client achieve their goals in the time frame required and within the proper risk tolerance.
We create a custom asset class allocation model for each client, which will show how much of a portfolio should be allocated to each asset class such as stocks, bonds, real estate, cash and alternative investments. We also determine what portion of a portfolio should be invested for growth and for income, in order to achieve our client’s goals over time.
The next step in the process, which is often overlooked by many firms, is determining which types of investment strategies should be used and the proper mix of those strategies. There are many different strategies for managing assets and determining which types of strategies to use and how much of a portfolio should be allocated to each strategy is critical to long term success.
Once the proper allocation of assets between asset classes and investment strategies is determined, the selection of the proper money managers is required. As with investment strategies, there are many different managers that can be used to handle the day to day management of assets within a certain asset class and strategy. Mazza Financial Group is able to uncover the most attractive investment opportunities available in the markehtmlace. Our independence allows us to find and use the best managers for our clients, as we are not limited to use only proprietary solutions or strategies that have been modified in order to be viable on certain brokerage platforms.
The final and one of the most critical steps in the wealth management process is our continuous monitoring and review of your portfolio. We review all of the investment strategies and managers on a regular basis and will provide you with a quarterly statement of your portfolio, which will show how each account, strategy and manager has performed. This provides for the opportunity to fine tune how your portfolio is allocated in order to achieve your goals in a manner consistent with your expectations.
Securities offered through Pacific West Securities, Inc.
Member FINRA/SIPC
Advisory Services offered through Pacific West Financial Consultants, Inc.
A Registered Investment Advisor
