Building Wealth for Life
We help you plan for life’s uncertainties so you can enjoy its possibilities.
What Matters to You, Matters to Us
We want to hear it all: your aspirations, concerns—your vision for a life well-lived. We believe the 'why' is as important as the 'what' when it comes to planning your financial future.
Our role is to provide you with the 'how': objective advice, sound strategies, and actionable steps to help make it happen. Your success is how we measure ours.
What to Expect
Expert guidance tailored to help you prioritize and focus on the goals that matter most to you, supported by a highly skilled and dedicated Private Wealth team.
We work with households with $1 million or more to invest.
Mawer Mutual Funds are open to all investors
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Putting Clients First Since 1974.
At Mawer, we have one incentive: doing the right thing for clients. Our firm was founded on the principle of providing objective, unbiased advice wholly in your best interests.
"Working with Mawer has been a positive experience. I feel like they are focused on my success. When I received a large inheritance, they didn’t just tell me what I wanted to hear—they walked me through the risks and opportunities without pushing me in any particular direction. I feel like their advice was really around what was best for me."
Mawer client since 2015
Driven by Independence, Focused on You
As a 100% employee-owned firm, we're free from external pressures that could distract us from putting client interests first.
Our independence, entrepreneurial spirit, and long-term perspective have allowed us to strategically evolve over multiple generations while staying true to our core values and our commitment to do the right thing for clients—always.
