As your wealth manager, we help protect and grow your family's assets. We manage investments and deliver financial advice through a dynamic and flexible process focused entirely on your individual needs. We look at your complete financial picture and offer proactive advice, earning your confidence as a trusted advisor—your first call on important financial decisions.

Successful wealth management combines strategic planning, knowledgeable and responsive advisors, and proven investment management.

Strategic Wealth Planning

We help our clients to identify their financial challenges and find solutions to enhance their wealth. We'll work collaboratively with you and your other advisors to develop a plan to see you through the various phases of your financial life—wealth accumulation, preservation, and distribution.

Strategic planning areas include:

Personal Advisor Relationship

Clients have direct access to our team of experts, who are completely focused on listening and advising, not selling financial products. We strive to be your long-term partner. Every client at Maxim is supported by a wealth advisory team led by a dedicated Portfolio Manager. We deliver exceptional service with frequent and candid communication; our clients and their goals are our highest priority.

Investment Management

Because of our unique global viewpoint, our portfolios gain a broader level of diversification and exposure to the most attractive investment opportunities around the world. We employ a dynamic investment process with a foundation in asset allocation and traditional valuation techniques. We continuously evaluate your investment exposure to various asset classes, sectors, investment styles, and currencies, adding value by anticipating trends in the market.

Are you an expatriate or
preparing for a move abroad?

Our Expat Financial Review™ will help you answer your most critical financial questions. We'll review your situation and summarize our key observations and recommended action steps. Topics we cover include: international tax, asset administration, real estate and global investing.

This service is offered as a one-time engagement, and we won't try to sell you investment products. You'll benefit from our specialized knowledge, and receive a personalized plan to help you achieve your financial goals. Read More