FINANCIAL STRATEGIES
THE MAVERICK WAY
By definition a maverick is an independent thinker. We embody that mindset with a 360 approach to wealth management that can truly encompass all areas of your finances, independent to your goals. No pre-packaged products. Just honest, customized guidance.
Financial Planning to a Higher Degree
From business owners whose financial focus extends to their employees, to corporate executives tasked with managing their employer’s stock options; from professional athletes determined to make the most of their prime years, to our retirees who have shifted their goals from accumulation to distribution of their wealth; we are able to offer customized financial guidance because we place our primary focus on you and your unique goals.
Financial Planning to a Higher Degree
From business owners whose financial focus extends to their employees, to corporate executives tasked with managing their employer’s stock options; from professional athletes determined to make the most of their prime years, to our retirees who have shifted their goals from accumulation to distribution of their wealth; we are able to offer customized financial guidance because we place our primary focus on you and your unique goals.
Lights
Your personal story kicks off our process. We listen to the ideas that you and your family have, now and in the future. By fully understanding how your finances and lifestyle work together, we can structure a plan customized to your unique story, goals, time-frame and risk tolerance.
Lights
Your personal story kicks off our process. We listen to the ideas that you and your family have, now and in the future. By fully understanding how your finances and lifestyle work together, we can structure a plan customized to your unique story, goals, time-frame and risk tolerance.
Planning
Investments and beyond, we examine all your financial needs and incorporate extended services to cover them such as estate planning, insurance, and cash flow management. By leveraging a network of professionals with specialties relevant to your situation, your cohesive financial plan will be fully supported.
Action
We work closely with you to bring your plan to life. By monitoring your plan’s performance on an ongoing basis we can adapt our strategies to adapt to your life or trends in the markets. When challenges arise, we’ll help you understand your options and avoid emotion-based decisions that may delay your long-term progress.
Action
We work closely with you to bring your plan to life. By monitoring your plan’s performance on an ongoing basis we can adapt our strategies to adapt to your life or trends in the markets. When challenges arise, we’ll help you understand your options and avoid emotion-based decisions that may delay your long-term progress.
Client-driven, experience-empowered.
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.