Private Wealth Advisors

Private Wealth Advisors is a financial planner in Fresno, CA. This boutique firm specializes in portfolio management for high net worth families and organizations.

Established in 2007, the firm builds upon more than two decades of experience operating within the Principal Financial Group. The team utilizes state of the art technology to assess global economies and asset classes, yet maintains a personalized approach where each client is treated as a unique study. The firm's leadership includes Founder and Chief Investment Officer Marty Mazorra, a Certified Financial Planner and Chartered Financial Consultant, and Chief Executive Officer Nicholas A. Mazorra, a Certified Financial Planner. Their expertise encompasses the design and implementation of derivatives hedging strategies, as well as the rotation of asset classes to consider tax-efficiency and target allocations.

The office is located on East Herndon Avenue in Fresno, situated a short drive from Saint Agnes Medical Center and near Lincoln Elementary.

The firm is recognized for its deep industry expertise, rooted in over three decades of professional tenure in financial services. This long-standing experience allows the team to provide specialized portfolio management and proprietary indicators to help clients achieve their financial objectives.

Private Wealth Advisors provides dedicated, personalized portfolio management for families and organizations throughout Fresno.

Services:

• High Net Worth Family Management
• Market and Economic Insights
• Organizational Financial Planning
• Portfolio Management
• Wealth Advisory