Partnering with Maxim 

At Maxim Global Wealth Advisors, we seek solid solutions for our clients' unique investment needs while observing the highest professional standards and remaining completely aligned with our clients' best interests. We understand the importance of providing objective investment and financial advice, given today's complex investment landscape.

As a global wealth advisor, our strengths can be summarized in the following four areas:

Consultative Approach with Professional Advice
From the beginning of your relationship with Maxim, you will have access to our highly qualified team of investment, tax and retirement planning experts. With years of experience advising families, our professionals begin every relationship with a risk assessment and provide comprehensive retirement planning and global tax strategies on an ongoing basis through frequent and candid communications.

World-Class Investment Management
We are trained investment professionals who maintain the highest industry credentials. Maxim believes in building disciplined investment portfolios with a goal to provide consistent returns while closely managing the risk of significant loss. We favor global investment programs utilizing core asset classes: stocks, bonds, real estate and cash, giving significant attention to minimizing fees and tax efficiency. Our disciplined approach yields proven results for our clients.

Competitive Cost of Service
We are committed to providing a quality service to our clients for a reasonable fee. Given that our portfolios utilize low-cost index funds and mutual funds combined with individual stock and bond positions, the total cost of our service is generally less than the cost of a portfolio of retail mutual funds. From experience, the cost of our service is typically significantly lower than that of our competitors, who are major international banks, brokerage firms, trust companies and offshore private banks.

A Trusted Partner
As an independent investment firm, we are free from the conflicts of interest inherent in the traditional commission-based brokerage model. Our fee-only approach enables us to make investment recommendations based solely on the needs of our clients, without regard to how these decisions may benefit us. Our focus is fixed firmly on you. Maxim has earned the trust of our clients through knowledgeable financial advice and proven investment success.

Contact Maxim today to learn how this relationship of trust and candor can help you meet your investment goals.