A Bethesda-based private wealth practice affiliated with UBS Financial Services Inc. We build disciplined, multi-generational financial strategies for individuals, families, and business owners across the Washington metro.
Mazur Wealth Management Group operates as a private wealth advisory practice affiliated with UBS Financial Services Inc., serving clients across Bethesda, Chevy Chase, Northwest D.C., and the broader Capital Beltway corridor.
Our work begins with a forensic understanding of your full balance sheet—earned income, equity compensation, real estate, business interests, and liabilities—and ends with a written, reviewable plan engineered to survive market cycles, tax law shifts, and the unexpected.
We are not a call-center. You work directly with a named advisor and a small team that knows your family, your business, and the specific financial pressures of living and working in the D.C. metro.
Every engagement is scoped to your situation. Indicative pricing below reflects typical starting points for new client relationships; final fees are documented in writing before any work begins.
A written, multi-year financial plan covering cash flow, net worth, insurance gaps, tax exposure, and goal funding—reviewed quarterly and updated as life changes.
Globally diversified portfolios built on UBS research, structured around your risk tolerance, liquidity needs, and tax situation. Held at UBS, custodied and reported monthly.
Sequencing of Social Security, pension, 401(k), and after-tax assets to fund a stable retirement income stream—modeled for longevity, inflation, and sequence-of-returns risk.
Coordination with your attorney and CPA on trusts, beneficiary designations, gifting strategy, and Roth conversion windows—designed to reduce friction at transfer.
Pre-transaction planning for founders and partners—valuation benchmarking, succession timing, tax-efficient structuring, and post-liquidity portfolio construction.
Custom Treasury, municipal, and corporate bond ladders built to deliver predictable income and principal protection, with Maryland-focused tax-exempt options where appropriate.
UBS Affiliated
Because we sit inside the UBS platform, our clients access institutional-grade research, trading, alternatives, and lending—while dealing directly with a small, named team that knows their plan by heart.
No call-center. No rotating 1-800 advisor. No plan that lives in a binder and gets opened once a year. We schedule reviews on your calendar, return calls the same business day, and document every recommendation in writing.
They rebuilt our plan around an acquisition exit I'd been postponing for three years. The structure they drafted with our CPA saved us meaningful six figures in projected tax. I finally stopped worrying about the money.
We offer a complimentary 45-minute introductory meeting—by video or in our Bethesda office—to understand your situation and determine whether our practice is the right fit. There is no cost and no obligation for this first conversation.
Following the meeting, if we proceed, you'll receive a written engagement letter documenting scope, fees, and timeline before any work begins.