Be _
Finances hold authority in our lives. Reclaim the power that
your wealth carries, and strive for a prosperous future.
Helping successful families to harness their true potential…
You have achieved your current success by taking command of your destiny and forming significant and powerful partnerships as you climb ever higher. The journey to success is filled with decisions to be made, obstacles to overcome, and a changing landscape of opportunities. Moving forward requires collaboration with expertise that allow you to stay focused in your field while helping you succeed in new territory.
We accept the responsibility of helping you attain new heights. We are not your average financial group. Our direct approach to addressing wealth management is curated to motivate our clients to action. Experience tells us that financial planning without action wastes time and money. That’s why we focus on helping our clients organize their financial life, and put together a plan that keeps everyone accountable.
Attention You Deserve
We take pride in offering full-service wealth management and financial planning to those who aspire to
make the most of their prosperity, freeing you to enjoy all its rewards. After all, you’ve earned it.
Retirement Planning
Maeder Wealth Group offers expertise in retirement planning services for help securing a fulfilling retirement. Let us help you plan for your future today.
Wealth Management
Maeder Wealth Group provides personalized wealth management solutions for help in securing your financial future. Experience excellence in financial planning
Investment and Securities
Maeder Wealth Group offers expertise in investment and securities advice for help achieving financial success. Trust us to grow your wealth and secure your future.
Insurance Coverage
Maeder Wealth Group provides comprehensive insurance coverage options for protecting your assets that help secure your future. Get insured with us.
Legacy/Estate Planning
Maeder Wealth Group offers expertise in legacy and estate planning services to ensure your assets are passed on according to your wishes. Plan your legacy with us.
Wills and Trusts
Maeder Wealth Group provides personalized will and trust services to ensure your assets are protected and distributed according to your wishes. Plan with us.
Who We Serve
Our excellence is a union of impeccable attention to detail and uncommon skill. We offer complete investment guidance, combined with a personal touch, to help high-net-worth individuals and families, medical professionals, and conservators manage wealth through tax-efficient strategies.
Individuals
Your life is dynamic. No matter where you are in life, we’re ready to help accelerate your financial efforts, so that you can keep pushing yourself to achieve the life you deserve.
Corporate Executives
As a leader in your organization, you understand the value of a professional’s wisdom. Our wisdom in wealth management is valuable to help preserve your success, and provision for your future.
Entertainers and Athletes
Busy, high-net-worth individuals such as yourself have unique needs and you deserve a competent professional on your side to help manage your assets, complex strategies, investments, and retirement plans. One of our specialties is advisory based wealth management for entertainers and athletes. Our professionals can provide sound advice and assistance when it comes to planning for your future.
Medical Professionals
Conservators
Our interests are one in the same: to preserve and protect the interests of your conservatee. Let our advisors be a knowledgeable hand in caring for their financial life.
Strategic Partners
We want to coordinate your wealth management strategies with attorneys, accountants, and other professionals to ensure that your overall financial plan is complete and cohesive. Our priority is to help create outcomes that stand above the rest.