Welcome to Wall Street 2.0

Welcome to Wall Street 2.0

CLIENTS ALWAYS FIRST

LOWER FEES

ADVICE TAILORED FOR YOU

OPEN NETWORK

NO SELF DEALING

NO PUSHING LOANS

NO SALES CONTESTS

NO PRODUCTS TO SELL

Maverick is an island in the middle of an ocean of inside-the-box advisors

Our independence allows us to serve our clientele by drawing upon the expertise of a diverse network of partners including estate planners, tax advisors, and a performance coach. Welcome to the Maverick vision of wealth management.

Our Journey has made us better advisors

After a combined six decades in the business, we’ve seen it all. In our hearts, we knew there was a better way to serve clients

on-the-beach

Teamwork makes your dream work

Our dreams can be challenged by our fears. We look forward to hearing about your dreams and supporting you in pursuing them.

Dreamweavers

Meet
Mark
Levin
Meet
John
Gallagher

Independence is the cornerstone of who we are

Clients are family

Our commonality with our clients is that we are all on life’s journey.

Thinking outside the shoe box

Is it the shoes? Mars Blackmon asked this question of Michael Jordan in the legendary Spike Lee-directed Nike commercial. We know how the story ends; MJ and Nike revolutionized the sneaker industry. The playing field may be different, but at Maverick, our goal is to change the paradigm of the wealth management world.

Thinking outside the shoe box

Is it the shoes? Mars Blackmon asked this question of Michael Jordan in the legendary Spike Lee-directed Nike commercial. We know how the story ends; MJ and Nike revolutionized the sneaker industry. The playing field may be different, but at Maverick, our goal is to change the paradigm of the wealth management world.

“For everything that is really great and inspiring is created by the individual who can labour in freedom.”

ALBERT EINSTEIN

Let's Talk

WE LOOK FORWARD TO HEARING FROM YOU



    Maverick
    musings

    In this periodic series, we will explore Wall Street 2.0 with John Gallagher and Mark Levin

    Insight

    Learn about upcoming and past Maverick market and economy calls.