Maxiam Capital

Proactive wealth management for challenging markets

Basic financial planning and simplistic ETF portfolios are not enough to protect your wealth in uncertain times. Experience the distinction of Maxiam Capital’s unique, full-service approach – designed to effectively manage risks and minimize costs, all while prioritizing your financial goals and aspirations.

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Build and protect wealth for today and future generations

Studies show that 70% of family wealth disappears by the second generation, and what’s further concerning is that 90% of family wealth is lost by the third. ¹ At Maxiam Capital, we provide the support families need to defy the odds.


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Special needs financial planning and wealth management for a clear and secure future

Planning for the future is not easy, and it becomes even more challenging when caring for a family member with special needs. Let Maxiam Capital help you prepare, plan, and invest so you can replace uncertainty with confidence.

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Financial Planning

Risk management is critical in today’s volatile landscape. Our customized financial planning approach is designed to empower you, giving you the confidence and control you need to make informed decisions about your financial future. By working closely with you, we will help you develop a personalized plan that aligns with your goals and aspirations, giving you a clear path toward achieving them. Our wealth management services include estate planning, tax planning, college planning, and more. Plus, we provide ongoing financial education for you and your family.

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Direct Investment Management

Today’s economic environment is complex. If your financial advisor only invests your money in funds, you may be missing out on more personalized and informed investment strategies. Moreover, this method may lack clarity and leave you unaware of the specific companies or underlying assets you are investing in. As direct money managers, we provide full transparency, giving you a clear understanding of your investments at all times and direct access to your portfolio manager. Unlike with funds, our approach lets you stay informed and in control of your financial decisions.

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Special Needs Financial Planning

With special needs financial planning, achieving clarity requires thoughtful planning and diligent preparation. Our team includes a Chartered Special Needs Consultant who acts as a dedicated point of contact and will proactively coordinate with other experts as needed to address all of your concerns and provide comprehensive solutions. This collaborative approach ensures that you and your loved ones are equipped with the necessary knowledge, actionable guidance, and support to feel secure and confident in your loved one’s enduring financial future and overall well-being.

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Gain Clear Insights With Our Signature Financial Review

Navigating the world of investments can often feel like steering through a maze filled with complex choices and hidden pitfalls. Many investors share a common concern regarding ETFs and mutual funds: the uncertainty of where their money is being allocated and the impact of concealed internal fees on their investment returns. At Maxiam Capital, we understand these concerns and stand with you. At the heart of our philosophy is the belief that a deep understanding of your investments—what they are, why they matter, and how they influence your financial journey—is fundamental. It’s this principle that shapes our approach, ensuring you’re not just informed but empowered in your financial decisions.

Learn how our complimentary Signature Financial Review can elevate your investment experience with personalized insights and strategies focused on your financial prosperity. Contact Maxiam Capital today for this no-obligation opportunity and take the first step towards a financial path with clarity and the confidence you rightfully deserve.

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Client Perspectives

At Maxiam Capital, we believe in creating tailored solutions for each one of our clients. Of course, no two situations are alike, which is why we take the time to understand your financial and life goals that are unique to you. However, despite the differences, we’ve noticed a common thread. Many of our clients share similar needs and concerns. That’s why we’ve compiled a collection of illustrative examples we call “Client Perspectives.” These examples showcase the diverse financial journeys of those we’ve helped, and we hope they will offer inspiration as you prepare for your own financial future.

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