Wealth Management
As we build our advisor relationship with you, our focus remains on you, and on resolving complex issues within the following four life planning components:
- Enhancing wealth
- Protecting wealth
- Transferring wealth
- Donating wealth
Maze is a family business helping people with investing, wealth management, tax planning, and estate planning including multi-generational strategies.
Our Services
See how we may serve you today
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Portfolio Management
We'll design an evidence-based portfolio, then implement it. Monitor your investments, rebalance as needed and take advantage of tax loss harvesting opportunities.
