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.
Recognizing that everyone has unique circumstances, we pride ourselves in exceeding the need. We want to keep you on track toward a meaningful and purpose-driven financial future. Whether you’re planning for retirement, currently retired, a business or non-profit organization—or looking to better understand investment ideas—we can help you address your most pressing financial need. We believe that it is a significant benefit for our clients to get opinions from our team with diverse backgrounds, education, and experience.
We welcome you to discover our approach to the wealth management experience as we strive to help you benefit from the power of our services. As you aim to pursue your goals, allow us to work for you. Contact us to learn more about how we can partner to secure your financial future. We are dedicated and committed to your success.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Good employee health can be great for the company’s bottom line.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tips on insuring your teen driver.
Here’s a guide to explain all the parts of Medicare.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate