Your financial plan should be viewed from several angles, considering all factors that affect your wealth. By coordinating multiple professional services within our investment strategies, we develop cohesive financial plans designed to move you closer to your personal goal line.
Choosing the right advisor is an important decision.
LIGHTS. PLANNING. ACTION.
From business owners to professional athletes, even if you aren’t a celebrity, you’ll feel like one working with us. Our three phase wealth management process is about taking the ideas you have for your future and bringing them to life through in-depth planning and strategy.
Meet your team
Maverick Partners Wealth Management was founded by two stand-up guys willing to go the extra mile for their clients. Mark Levin and John Gallagher have more than 60 years combined experience in the financial industry.
After working as a team since 2014, founding their own wealth management practice has been an empowering decision. Independence has allowed Mark and John to expand upon the genuine relationships built with their clients and provide a greater range of direction and expanded resources.
At Maverick Partners Wealth Management, we consider ourselves true partners throughout your financial journey. No matter your career or the complexities involved, we’ll help you understand your planning options so you can focus on what is most important to you.