Maheras Wealth Management provides client-focused wealth management services by partnering with a select group of executives in technology and biotechnology, retirees, and people in life transition located in Northern California and throughout the country. Our mission is to become an essential part of our clients’ lives by assisting them to make well-informed financial decisions, protect and provide for their loved ones, and manage their taxes while maintaining their lifestyle. Our commitment to this mission is defined by three reasons we believe our clients trust to work with us:
Maheras Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
I. Personalized Approach
- In-depth discovery and active listening helps us understand what matters most to each client.
- A financial plan is developed that shows where clients stand today while pulling together all parts of their financial puzzle.
- Clear recommendations that are designed to educate, simplify the complex financial tools and services, and facilitate all-inclusive decision making.
Benefit: Clients feel the self assurance that comes from extensive communication and preparedness for today and the future.
II. MWM Extensive Capabilities
- A readiness to collaborate with tax and estate professionals on our clients’ behalf to integrate and pursue their financial goals.
- An experienced and understandable investment approach that is rigorously researched, risk managed, diversified, and tailored to each client’s goals.
- Professional credentials and experience utilizing professional resources all help to provide our clients with innovative, comprehensive strategies.
Benefit: Clients feel comfortable knowing they have a team acting as an advocate for their financial future.
III. Lasting Relationships
- A commitment to exceed clients’ expectations around accessibility, responsiveness, and follow-through.
- Ongoing communication and financial plan updates help clients track progress and allows us to plan and educate on future issues.
- Taking an interest in our clients’ lives and priorities, creates clarity and demonstrates a commitment to be a part of your team for a lifetime.
Benefit: Clients experience the financial confidence that comes from a long-term, meaningful working relationship