Wealth Advisor
CurrentMaria believes the cornerstone to every relationship is understand the goals and lives of my clients, correlating to build a comprehensive financial plan. Whether accumulating wealth, receiving a lump sum or drawing on your life savings, I focus to provide peace of mind by utilizing the financial plan as your personal roadmap. My goal is to safeguard capital & curate tax efficient sustainable cash flow as needed. By staying up to date on investment industry trends, this allows me to help my clients understand & navigate the complexities of the financial world.Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance & investments to members of credit unions and their communities.