Maven: A trusted specialist in a particular field, who seeks to pass timely and relevant knowledge on to others
Effective Strategies for your ideal tomorrow
ACCELERATE YOUR INVESTMENTS
Financial markets can change in the blink of an eye. But, with the advisors at Maven Group Investment Strategies, you can rest assured that your personalized wealth management strategy will be ready to adapt at subatomic speeds.
With decades of experience and a passion for seeing our clients succeed, we employ a general three-part structure to investing.
We start by organizing your financial life. Once we have an understanding of your risk tolerance, we incorporate the current financial landscape into your roadmap. Finally, we make sure to continually monitor your progress as you work toward your goals.
Who We Help
Our Process

Discovery Meeting
We want to understand what's most important to you & learn where you stand.

Deep Dive Analysis
Based on the information you provide we'll analyze your investments and tell you how much you need to retire.

Strategy Session
We create strategies that are tailored to your needs and goals.

Consistent Updates
You've already completed the hardest work, now it's time to enjoy a life long relationship.
Wherever you are in life, we have a Solution

Wealth Builder
Perfect for those getting started and beginning to create their wealth. Early to Mid Career

Wealth Management
Designed for those 15 years from retirement or in Retirement. Years of experience have prepared us to guide you through your life transitions.

Private Client Group
Tailored for clients with a minimum net worth of $5 Million. You'll benefit from our team based and tax sensitive approach.

We keep you top-of-mind
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.