Maxima Wealth Management

Maxima Wealth Management We are an independent financial planner & investment advisor representative licensed in AZ & CA. Member FINRA/SIPC.

I am a Certified Financial Planner® practitioner with over 20 years experience in financial services helping my clients achieve their goals. At Maxima Wealth Management, we help you bridge the gap between where your finances are now and where you would like them to be in the future by providing financial planning and investment management services customized to your needs. Managing your finances c

an be tricky since there is a plethora of information that may not apply to your situation. Having me as your partner will help simplify and organize your financial path. I love our clients and work well with women, non-traditional families, lifestyle investors, and business owners.

◄ My mission is to build lasting partnerships with my clients and be their trusted advisor for all aspects of their financial lives. ►

I can help you:

►Our Women Clients: “…maintain financial strength and independence, no matter what life throws at you.”

►Our Clients Who Are Part of Non-Traditional Families: "…manage the host of variables that make financial decisions especially challenging…”

►Our Clients Who Are Lifestyle Investors: "…determine and prioritize what’s most important in your life and then develop separate strategies to meet your lifestyle goals.”

►Our Clients Who Are Business Owners: "…assist and support you through the financial planning process…”

◄ website: www.maximawealth.com ►

◄ email [email protected] or call (480)947-9969. ►

Registered Representative offering securities and advisory services through Crown Capital Securities, LP, a registered broker-dealer and investment advisor. Licensed to sell securities and life insurance in the following states: AZ & CA.

06/01/2026

10 tips that can head-off marriage money problems.

You've allocated your assets; you just may not realize it yet.
05/29/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Is there a role for both active and passive investments in your portfolio?
05/27/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
05/25/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
05/22/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
05/20/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Ready to retire? Prepare with these key questions for those ready to take the big step.
05/18/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
05/15/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
05/13/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

What’s the difference between a General Obligation bond and a Revenue bond?
05/11/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Address

4500 S Lakeshore Drive Ste 300
Tempe, AZ
85282

Website

Alerts

Be the first to know and let us send you an email when Maxima Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Maxima Wealth Management:

Shortcuts

Share

Category