MAVERICK

WEALTH SOLUTIONS

DREAM.PLAN.ACHIEVE

WHAT WE DO

At Maverick Wealth Solutions we understand you. We know that you have big dreams. We will help you set a plan in place that is right for you, so that you can achieve all of those dreams. You know exactly what you want, and what you need, but how do you get there?

We will walk you through it. We are experts at planning — goal planning, retirement planning — and we use our unique set of tools — risk assessment, investment management, and behavioral finance counseling — to map out the exact strategy for YOU.

We work hard to understand what is important to you, and ensure that your finances support this. Our approach is completely customized, as it should be, for each unique individual.  We pride ourselves on being truly client focused — free from the conflicts and biases that are inherent in the typical client/advisor relationships.

 
 

Our Investment Philosophy:

The investment strategy is simple but powerful: Our philosophy is to win by not losing. We aim to capture a greater proportion of the market’s up movements, while minimizing capture of down movements.
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WHO WE ARE

We are humans, and we understand that you are too! As humans, each one of us has a unique relationship with money, and this relationship determines so much of our financial history and future. We are passionate about helping our clients realize their connection to money and how to make that work for them going forward.
 
We are a team of financial experts with over 18 years of experience as top advisors in the nation’s largest investment firms. Working for that time, and at that level, certainly provided us with essential expertise and experience. It also allowed us insight to what is broken in the system of larger firms. We learned first-hand that objective, conflict free advice, coupled with amazing service is really hard to find.
 
We are committed to changing that every day with every client meeting and interaction we have.
 
 

HOW WE DO IT

As experienced professionals who have seen how poorly financial services are typically offered, we are dedicated to building a firm that focuses on how financial services should be offered.
 
Our plans are designed to meet you wherever you are on your journey to financial security and freedom. Most clients’ needs fall into the following three categories; Foundations, Comprehensive Planning, and Investment Management.
 
 
After 18 years in this industry, my mission as a financial advisor is the same – to help people avoid losses and mistakes, so that they can grow their money to achieve the financial security and freedom they deserve.
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FOUNDATIONS

You are working hard to achieve your financial dreams. You know that you should save, invest in your retirement, and reduce your debt, but you don’t know where to start, or if the choices you are making are the best ones for your situation.

This plan is for you. We will work together to identify your most pressing financial concerns and solve them. This plan provides you with immediate, short-term actionable steps that move you towards your long-term goals. Often times, minor adjustments will make all the difference in helping you to own your financial future.

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COMPREHENSIVE PLANNING

Your financial needs are more complex. While you may not have investments that require management, you need a more comprehensive financial plan to keep you on track for the long-term.

You know what your end destination should or could look like, but you have no idea how to get there! No problem. We will help you to create a roadmap for your financial life.

At Maverick, we understand that long-term financial goals often seem unachievable or, well… a long way off. But, we also know from years of experience, that the only way to reach your end destination is to know where you are going, and how to get there. As they say, failing to plan is planning to fail!

We will work closely with you to understand what your destination looks like and when you want to arrive. Then we will map out the journey to ensure that you will arrive safely and on time.

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INVESTMENT MANAGEMENT

You are complicated and needy – at least your finances are! Your needs range from portfolio management to retirement decisions. We have you covered.

Life is full of big financial decisions and concerns — from growing a family to career changes to running your own business to getting the best return on your investments to retirement.

Overwhelmed? Relax, take a deep breath, we’ve done this before.  We have the experience, expertise, and tools at our disposal to help you sail through all of life’s changes, big and small, and ensure that you arrive exactly where you want to be.

This is our most comprehensive plan. Sound financial advice entails a lot more than just looking after your money, it requires the holistic, client-focused approach that we excel at.

Free 60 Minute Initial Consultation

Let’s connect to see if our awesome services match your unique needs!