Maridea Wealth Management - Heritage Financial Strategies Team

Maridea Wealth Management - Heritage Financial Strategies Team www.HertiageFinancialAZ.com Maridea Wealth Management is a financial- services firm dedicated to serving the needs of individual investors.

www.HertiageFinancialAZ.com Heritage Financial Strategies is a financial- services firm dedicated to serving the needs of individual investors.

More congrats are in order! Maridea has been named to the top 50 fastest-growing RIAs by Financial Advisor Magazine. ๐Ÿ‘๐˜™๐˜ฆ...
08/25/2026

More congrats are in order! Maridea has been named to the top 50 fastest-growing RIAs by Financial Advisor Magazine. ๐Ÿ‘

๐˜™๐˜ฆ๐˜ค๐˜ฐ๐˜จ๐˜ฏ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ด ๐˜ฃ๐˜ข๐˜ด๐˜ฆ๐˜ฅ ๐˜ฐ๐˜ฏ ๐˜ต๐˜ฉ๐˜ช๐˜ณ๐˜ฅ-๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜บ ๐˜ค๐˜ณ๐˜ช๐˜ต๐˜ฆ๐˜ณ๐˜ช๐˜ข ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ช๐˜ฏ๐˜ฅ๐˜ช๐˜ค๐˜ข๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฐ๐˜ง ๐˜ง๐˜ถ๐˜ต๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ฆ๐˜ณ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฐ๐˜ณ ๐˜ค๐˜ญ๐˜ช๐˜ฆ๐˜ฏ๐˜ต ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ. ๐˜š๐˜ฆ๐˜ฆ ๐˜ช๐˜ฎ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต๐˜ข๐˜ฏ๐˜ต ๐˜ฅ๐˜ช๐˜ด๐˜ค๐˜ญ๐˜ฐ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ด ๐˜ข๐˜ต ๐˜ฉ๐˜ต๐˜ต๐˜ฑ๐˜ด://๐˜ญ๐˜ฏ๐˜ฌ๐˜ฅ.๐˜ช๐˜ฏ/๐˜ฅ๐˜ช๐˜ฒ๐˜ซ_๐˜—๐˜‹๐˜—

๐Ÿ’ช Meet Shanna Reed, the driving force behind HFS, a Maridea Company!With a passion for helping individuals and families ...
08/11/2026

๐Ÿ’ช Meet Shanna Reed, the driving force behind HFS, a Maridea Company!

With a passion for helping individuals and families secure their financial futures, Shanna founded Heritage Financial Strategies to provide tailored financial guidance that meets the unique needs of each client.

Her journey began with a desire to make financial literacy accessible to everyone, and that commitment continues to shape the core values of our firm.

Shannaโ€™s vision is to empower individuals to take control of their financial destinies, one step at a time.

Join us in celebrating Shanna, a passionate advocate for financial wellness and for women and families in our community! ๐Ÿ™Œ

Wishing our bright and lovely team member Peg a happy birthday today! Join us in wishing Shanna's mom a wonderful day. ๐ŸŽ‰
08/06/2026

Wishing our bright and lovely team member Peg a happy birthday today! Join us in wishing Shanna's mom a wonderful day. ๐ŸŽ‰

Congratulations to our team at Maridea Wealth Management for taking home the InvestmentNews award for RIA Team of the Ye...
07/28/2026

Congratulations to our team at Maridea Wealth Management for taking home the InvestmentNews award for RIA Team of the Year (10+ Advisors)! โœจ

We're proud to share in this milestone moment for Mier Wang and the whole team. Way to go! ๐Ÿ†

It's a big day for our little honorary member of the HFS Team! Join us in saying good luck to one of our advisors' daugh...
07/21/2026

It's a big day for our little honorary member of the HFS Team! Join us in saying good luck to one of our advisors' daughters on her first day of Kindergarten today! ๐ŸŽโœ๏ธ

We've known her since she was born 5 years ago! She has often enjoyed making an appearance in our Friday team meetings. We will miss you peeking in to say hi, Vera!

You're going to do GREAT! ๐ŸŽ’๐Ÿซ

๐ŸŽ‰ Happy National Savings Day! We want to celebrate your savings success stories! How have you reached your financial goa...
07/20/2026

๐ŸŽ‰ Happy National Savings Day! We want to celebrate your savings success stories! How have you reached your financial goals through saving? Share your journey with us and inspire others in our community!

โœจJuly 1 is National Financial Freedom Day! It's a perfect mid-year moment to pause and review your progress toward your ...
07/01/2026

โœจJuly 1 is National Financial Freedom Day! It's a perfect mid-year moment to pause and review your progress toward your savings and retirement goals.

Small adjustments now can create meaningful change over time. โŒ›

Are you on track with the future you envision? Our team at Heritage Financial Strategies is here if you would like a thoughtful mid-year check-in. Reach out! ๐Ÿ”

We're wishing you all a safe and fun holiday weekend celebrating our nation's independence! Please note we will be close...
06/30/2026

We're wishing you all a safe and fun holiday weekend celebrating our nation's independence! Please note we will be closed coming up on Friday, July 3rd, for Independence Day observed.

June is Home Ownership Month - a reminder that the place you call home can be a cornerstone of your longโ€‘term financial ...
06/23/2026

June is Home Ownership Month - a reminder that the place you call home can be a cornerstone of your longโ€‘term financial plan.

Whether you are buying your first home or planning to rightsize in retirement, thoughtful planning can turn your mortgage, equity, and cash flow into powerful tools for your future. ๐Ÿ’ก

We're excited to announce that Maridea Wealth Management has made Inc.โ€™s 2026 Best Workplaces list! This list honors com...
06/09/2026

We're excited to announce that Maridea Wealth Management has made Inc.โ€™s 2026 Best Workplaces list! This list honors companies with exceptional workplace cultures. ๐Ÿ™

This recognition is particularly meaningful because it reflects something we have believed from day one: โœจ great companies are built by great people. โœจ

Founder and CEO, Mier Wang, shared, โ€œCulture and our people are our greatest competitive advantage. We believe that great businesses are built by great people, and we remain committed to fostering an environment where our team can thrive both professionally and personally." ๐Ÿ’ก

View all the honorees: https://hubs.li/Q04kDByd0

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323 S Gilbert Road, Ste. 111
Gilbert, AZ
85296

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Thursday 9am - 5pm

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