Maven Wealth Management is an independent wealth management and financial services firm. Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management.
As investment management professionals our firm is committed to working with people just like you. We desire to work with you as you work towards all of your financial goals. Once we establish a relationship and determine your needs we diligently aim to address your goals.
Knowledge is Power and as such we employ a multifaceted approach with the goal of serving many purposes to include providing financial education and empowerment. We believe that when one is educated they are informed and when they are informed they are empowered. Empowerment is the foundation for making intelligent, thoroughly considered decisions.
The current economy brings challenges, however having a qualified and trusted advisor can turn those challenges into potential opportunities. We work closely with clients to guide them along the way and position them to take advantage of the potential opportunity and benefit from the challenge. We take pride in helping clients find the "calm" in what can sometimes feel like "calamity".
Allow us to work for you. We welcome the opportunity to partner with you.
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LPL ADV 2A
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.