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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Beware of these traps that could upend your retirement.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Do you know these three personal finance sayings?
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Around the country, attitudes about retirement are shifting.