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.