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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Six overlooked tax deductions to help manage your tax bill.
It's important to understand how inflation is reported and how it can affect investments.
A look inside the U.S. government's statistics on household net worth.
Understanding the economy's cycles can help put current business conditions in better perspective.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
What can be learned from the savings rate?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.