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| Mazars Wealth Advisors LLC |
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Overview:
Mazars offers Wealth Advisory services through our registered investment advisor, Mazars Wealth Advisors LLC.
Mazars Wealth Advisors 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.
Our Mazars Wealth Advisors LLC Services include:
Benefits Design Advantage
Insurance Advisory
Investment Advisory
Proprietary Planning Processes
Mazars USA is the independent U.S. member firm of the Mazars Group – a prominent international accounting, audit, tax and advisory services organization with 18,000 professionals in more than 79 countries on six continents. Our Mazars membership allows for coordinated deployment of advanced technological, educational and human resources on a global basis and synchronizes the way we execute our accounting, audit, tax and consulting services with other firms. Because of this, the firm maintains a strong focus on the US while having the resources of a major international firm to better serve our clients conducting business around the globe. |
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History:
Mazars Beginnings
Last century, after an honorable discharge from the U.S. Army, Maxwell R. Weiser decided to pursue his dream of becoming an accountant. Going to night school while he worked as a bookkeeper, Max graduated New York University. He founded M.R. Weiser & Company in 1921 to serve the accounting and business needs of entrepreneurs. Early clients were a laundry, an oil refinery, and a variety of small businesses.
Maintaining a strict work ethic, Max worked six days a week, year-round. He was dedicated to providing the ultimate customer service experience. In fact, it was said that “his golf clubs saw more courses than he did,” since Max was known for cancelling vacations at a moment’s notice to assist with client emergencies.
Max lived into his 90s and was always very proud of his firm’s success. Max’s son Ken went to school to become a mechanical engineer, but did not like it so he switched to Harvard Business School. Ken joined M.R. Weiser & Company in 1949, was a Managing Partner in the 60s, and continues to work here to this very day. Over the years, many individuals have helped to continue and build upon Max’s legacy. In 2002, the firm shortened its name to “Weiser,” modernized its logo, and under the watchful eye of Managing Partner Doug Phillips, began a period of growth and expansion. Victor Wahba, who became the firm’s Chief Executive Officer in 2015, now oversees the future sucess of Mazars.
We know Max would be proud.
Our Awards
Mazars celebrates our successes and is proud of the recognition we and our people get from the outside world. Check out our recent awards below and share in our achievements.
2011 Inside Public Accounting Fastest-Growing Firms
Awarded by: Inside Public Accounting
October 5, 2011 – In the October issue of Inside Public Accounting, Mazars was named one of the Top Five Fastest-Growing firms, by revenue, in the nation.
2011 Inside Public Accounting All-Star Firms
Awarded by: Inside Public Accounting
October 5, 2011 – Mazars was selected as a 2011 All-Star firm based on our performance in specific areas of management and growth, compared with the more than 400 firms that participated in the 2011 annual IPA Survey and Analysis of Firms.
2009 Top 50 Firms
Awarded by: INSIDE Public Accounting
August 7, 2009 – Mazars was included on INSIDE Public Accounting’s list of Top 50 accounting firms for 2009. Long recognized as the accounting industry’s benchmark survey and ranked as the 21st largest firm in the U.S based on operations, management, and revenue.
Best Places to Work in New Jersey for 2009
Awarded by: NJBIZ
March 2, 2009 – was included on NJBIZ’s list of Best Places to Work in New Jersey for 2009. Companies which rated highest on employee surveys for workplace policies, practices, philosophy, systems, demographics, and employee experience made the Top 55 list.
New York City’s Best Places to Work
Awarded by: Crain’s New York Business
November 18, 2008 – From a pool of 300+ company submissions, Mazars was ranked as one of 2009’s Best Places to Work in New York City by Crain’s New York Business. Companies included on the Top 50 list were those ranked highest by employees on leadership and personal growth.
2008 Top 50 Firms
Awarded by: INSIDE Public Accounting
August 19, 2008 – Mazars was included on INSIDE Public Accounting’s list of Top 50 accounting firms for 2008. Long recognized as the accounting industry’s benchmark survey, Mazars ranked as the 21st largest firm in the U.S based on operations, management, and revenue. |
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