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WEALTH MANAGEMENT
WHERE YOU STAND

It’s your portfolio. We help you own it, with top money manager experience to empower your decisions. As independent thinkers, we develop your complete wealth management plan through the use of open architecture.

A Strategy Tailored to You

Whether you are interested in traditional investment strategy, or exploring alternative investment opportunities, you can turn to us for sincere fiduciary guidance. Our independent position allows us to explore all of your options.

A Strategy Tailored to You

Whether you are interested in traditional investment strategy, or exploring alternative investment opportunities, you can turn to us for sincere fiduciary guidance. Our independent position allows us to explore all of your options.

Maverick Wealth Management Services

Investment Strategy

Developing a play book for coordinating all of your wealth management resources.

Alternative Investments

Opportunities in Real Estate and other avenues of off wall-street investing.

Charitable Giving

Maximizing the donations you make to the organizations you care about.

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.

Working together, we will translate your goals into investment objectives and strategies that are personalized for you.