Our Investment Services
At Maxim Global Wealth Advisors, we deliver wealth management advice
based upon individual client circumstances. Since no two families share the same wealth profile and investment goals, our process is dynamic, flexible, and always tailored to your unique needs.
Our specialization in serving global citizen and expatriate families means that we address
a broader array of issues than a typical financial planner, including
multiple tax authorities, international currency exposures, inheritance
structures and global asset custodians. The following are our core
competencies—a unique blend we’re confident you won’t find anywhere
else.
Investment Advice for Expats
A multinational lifestyle has many benefits, and some distinct
challenges. Maxim provides holistic wealth management solutions to
internationally-mobile families with ongoing U.S. tax reporting. Our
global investment programs communicate and comply fully with U.S. and
international tax authorities, while optimizing the efficiency and
coordination of assets to maximize returns and preserve capital.
Learn more about our investment advice for expats
Global Wealth Management
We deliver comprehensive wealth management services for clients
desiring a personalized financial advisor relationship. To us, wealth
management is a combination of professional investment management with
retirement planning, tax planning and general financial consulting. Our
clients consider us their Family CFO—a trusted advisor on call for
important financial decisions.
Learn more about global wealth management
Investment Portfolios
Maxim’s role as investment manager means that we build portfolios using
a disciplined process designed to maximize long term returns while
closely managing the risk of significant loss. Building a personalized
investment portfolio always means starting with your unique financial
goals and circumstances.
Learn more about Maxim investment portfolios
Testimonials: What Our Clients Say About Us
Maxim takes great pride in exceeding client expectations by delivering
personalized investment solutions and forging strong relationships
based on trust.
See what our valued clients are saying