Who We Are
Maheras Wealth Management, Inc., Why us?
Maheras Wealth Management, Inc. is a client centric wealth management practice based in San Mateo, CA firm serving the needs of a select group executives in technology and biotechnology, recently retired executives, and newly widowed investors throughout the country. Our mission is to advise, recommend and educate how to plan for retirement, how to invest their assets to pursue their life goals and organize their financial life either through the setup of a trust*, or the purchase of the appropriate insurance policy.
Our commitment to this mission is defined by the three reasons we believe our clients chose to work with us:
Coordinate Approach: We offer to each client their full financial life or big picture through the development of a full financial plan, which we may coordinate by partnering with a trusted tax advisor, insurance or estate attorney.
Research Based Investing: Due to my scientific background we analyze extensively all investments before they are added to clients’ portfolios, as we focus on developing resilient investment strategies.
Proactive Client Service: It is in my nature to follow up and proactively communicate with clients to answer questions and solve problems. Through many client and educational events I offer to my clients the opportunity throw-out the year to get to know my practice and I to understand on intimate level their financial objectives.
*LPL Financial Representative offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.