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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
CLIENT ADVOCACY
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