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Services

Maven Wealth Management offers a comprehensive suite of financial services to help ensure that you have everything you need for your overall financial situation. Throughout the various stages of life your needs will change and our service platform is designed to work towards all of your needs. As your situation changes our vast service offerings will accommodate you with all of your financial needs being managed to include everything from investment management and retirement planning to succession planning and wealth transfer while including almost everything else. As you journey through life and business, we journey with you.

We offer services in the following areas:

Investment Management

Comprehensive Portfolio Management

Manager search, research and selection

Goals Based Planning

Alternative Investments

Non-Traditional Asset Classes

External Account Aggregation

    Estate Planning

    Trust Investment Management*

    Efficient Wealth Transfer Strategies

    Philanthropic Giving Strategies

    Collaboration with Attorneys

    Beneficiary Designation

    Income Distributions

    Asset Distributions

    Insurance/ Risk Management

    Insurance Consultation

    Long-Term Care Analysis

    Philanthropic and Charitable Giving

    Philanthropic Giving Strategies/ Design

    Strategic Advisor Collaboration

    Retirement Planning

    401(k), 403(b), Rollover Services

    Traditional and Roth IRAs

    Accumulation/ Distribution Strategies

    Employer Sponsored Retirement Plans

    Retirement Plan Review/ Consultation

    Advanced Plan Design

    Vendor Analysis

    Employee Education

      Tax Planning

      Tax loss harvesting

      Collaboration with tax professionals

      Required Minimum Distributions

      Liability/Debt Consultation

      Mortgage Loan Consultation

      Business Loan Consultation

      *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

      denika.tokunaga@mavenwealthmgmt.com   |  443-986-9911