Zuzana
Brochu
Mascoma Wealth Management
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About this Advisor
Zuzana Brochu is a financial advisor based in Hanover, New Hampshire, working with Mascoma Wealth Management. Zuzana has previously held positions at People'S United Bank, N.A, People'S United Advisors, Inc, and Mascoma Wealth Management. Zuzana is registered to provide services in New Hampshire and Vermont. Currently, Zuzana is part of Mascoma Wealth Management, which operates out of Hanover, New Hampshire. The firm has 2 offices and 9 employees. The firm manages assets totaling $435.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Mascoma Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mascoma Wealth Management Brokerage Details
$435,321,103
9
1,432
$303,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Zuzana Brochu Work History
Mascoma Wealth Management
People'S United Advisors, Inc
People'S United Bank, N.A
Disclosures
Please visit the SEC profile of Zuzana Brochu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mascoma Wealth Management
Hanover, NH
Hanover, NH
Hanover, NH
Burlington, VT
Hanover, NH
Hanover, NH
Hanover, NH
Portland, ME
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