You have reached our temporary landing page.

  • Home
  • About
  • Contact
  • Client Login
    • Client Portal
    • Schwab Account Access
  • More
    • Home
    • About
    • Contact
    • Client Login
      • Client Portal
      • Schwab Account Access
  • Home
  • About
  • Contact
  • Client Login

About Us

Maxiam Capital, LLC is a registered investment advisory firm. We are a fiduciary serving the interests of our clients in Private Wealth Management.

FINANCIAL PLANNING

Our modern approach to wealth management allows you to develop a practical and holistic framework to carry out what matters most to you. 


Areas include:

Retirement Planning

Cash Flow & Budgeting

Special Needs Financial Planning

Estate Planning

Tax Planning

Education Planning

Insurance Planning

Business Exit/Succession Planning

PORTFOLIO MANAGEMENT

We adhere to a focused set of investment principles that drive portfolio returns to meet the goals and objectives of your financial plan. 


Areas include:

Portfolio Construction

Global Macro-Economic Analysis

Asset Allocation 

Time Horizon Assignment

Security Analysis

Probability Analysis & Portfolio Stress Testing

Portfolio Rebalancing

Portfolio Reporting

FINANCIAL EDUCATION

We believe the bridge between uncertainty and peace of mind is through empowering you and your family to obtain multi-generational financial literacy.


Areas include: 

Cutting Through Industry Jargon

Investing 101

Behavioral Finance 


© 2022 Maxiam Capital, LLC. All Rights Reserved.

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept