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Finances hold authority in our lives. Reclaim the power that
your wealth carries, and strive for a prosperous future.

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Helping successful families to harness their true potential…

You have achieved your current success by taking command of your destiny and forming significant and powerful partnerships as you climb ever higher. The journey to success is filled with decisions to be made, obstacles to overcome, and a changing landscape of opportunities. Moving forward requires collaboration with experts that allow you to stay focused in your field while helping you succeed in new territory.

We accept the responsibility of helping you attain new heights. We are not your average financial group. Our direct approach to addressing wealth management is curated to motivate our clients to action. Experience tells us that financial planning without action wastes time and money. That’s why we focus on helping our clients organize their financial life, and put together a plan that keeps everyone accountable.

Attention You Deserve

We take pride in offering full-service wealth management and financial planning to those who aspire to
make the most of their prosperity, freeing you to enjoy all its rewards. After all, you’ve earned it.

Retirement Planning

Maeder Wealth Group offers expert retirement planning services for a secure and fulfilling retirement. Let us help you plan for your future today.

Wealth Management

Maeder Wealth Group provides personalized wealth management solutions for securing your financial future. Experience excellence in financial planning

Investment and Securities

Maeder Wealth Group offers expert investment and securities advice for achieving financial success. Trust us to grow your wealth and secure your future.

Insurance Coverage

Maeder Wealth Group provides comprehensive insurance coverage options for protecting your assets and securing your future. Get insured with us.

Legacy/Estate Planning

Maeder Wealth Group offers expert legacy and estate planning services to ensure your assets are passed on according to your wishes. Plan your legacy with us.

Wills and Trusts

Maeder Wealth Group provides personalized will and trust services to ensure your assets are protected and distributed according to your wishes. Plan with us.

Who We Serve

Our excellence is a union of impeccable attention to detail and uncommon skill. We offer complete investment guidance, combined with a personal touch, to help high-net-worth individuals and families, medical professionals, and conservators manage wealth through tax-efficient strategies.

Individuals

Your life is dynamic. No matter where you are in life, we’re ready to help accelerate your financial efforts, so that you can keep pushing yourself to achieve the life you deserve.

Corporate Executives

As a leader in your organization, you understand the value of an expert’s wisdom. Our wisdom in wealth management is valuable to preserve your success, and provision for your future.

Entertainers and Athletes

Busy, high-net-worth individuals such as yourself have unique needs and you deserve a competent professional on your side to help manage your assets, complex strategies, investments, and retirement plans. One of our specialties is advisory based wealth management for entertainers and athletes. Our professionals can provide sound advice and assistance when it comes to planning for your future.

Medical Professionals

You spend your life caring for others: your patients and family. We’ll care for you. You can rely on us to provide high-level expertise and advice for your unique financial needs or even the needs of your practice.

Conservators

Our interests are one in the same: to preserve and protect the interests of your conservatee. Let our advisors be an expert hand in caring for their financial life.

Strategic Partners

We want to coordinate your wealth management strategies with attorneys, accountants, and other professionals to ensure that your overall financial plan is complete and cohesive. Our priority is to create outcomes that stand above the rest.

Learn more about the professionals who strive to meet
and exceed your expectations at every turn.