I am a Certified Financial Planner, Accredited Investment Fiduciary with a Masters degree in Finance. Maia Wealth is an independent Registered Investment Advisory firm with one sole focus, a fiduciary responsibility to our clients. This means that we evaluate the entire landscape of investment options on the market and bring the ones that are best suited to our clients individual and personalized needs. The process of working together starts with a comprehensive plan where we collaborate and identify your personal goals. From there we build an investment and savings strategy to be as effective as possible to get you to your goals. A limited amount of capital is going to flow through your hands in your lifetime. We craft strategies to help you feel free to live your best life today while enabling you to live life to the fullest in retirement. We build our portfolios on a low cost platform and take great strides to reduce volatility in your portfolio. When working with our high and ultra high net worth clients we take a more complex approach utilizing strategies that are only available to accredited investors. That said, it is a great passion of mine to help those motivated to do so, to craft a financial plan from scratch and build the financial future you desire. Many firms have a minimum investment amount to work together, my "minimum" is that my clients want to build a brighter financial future. We have a platform that fits any client. Reach out today if you want to learn more!
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