We strive to deliver top-quality financial planning and investment management services to our clients. We believe in building long-term relationships with our clients and helping them pursue their financial goals through well-informed decision making. Our comprehensive suite of services includes financial planning, tax planning, wealth management, and more. With our personalized approach, we provide tailored guidance to clients across various financial situations, ultimately enabling them to pursue their financial future, here’s how we can help:
Financial Planning
At Maheras Wealth Management, Inc., we offer financial planning services that are tailored to your specific needs and goals. Whether you want to retire comfortably, buy a second home overseas, diversify a concentrated stock, RSUs or ESPP shares or fund your children's education, we'll help you create a realistic plan that adapts to your evolving circumstances.
Wealth Management
Our experienced advisors will work with you to understand your goals, risk appetite, and financial needs. Will assist you to develop a diversified portfolio. We utilize different investment strategies to mitigate risk during volatile times, with a focus on ensuring continuous income flow into retirement.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Tax Planning
Reduce your taxes and increase your savings with our experienced tax planning services. We will work with your tax advisor to find potential deductions, credits, and strategies to help you retain more of your hard-earned money.
*Maheras Wealth Management and LPL Financial do not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation.
