Guiding your financial wealth,
Shaping your future

Guiding your financial wealth,
Shaping your future

Who We Are

We think differently about wealth management

Maridea is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance.

We strive to deliver exceptional wealth services for exceptional families and institutions. Our goal is to provide compound returns from 
differentiated capital management, cultivated on a foundation of individualized customer service.

Who We Are

We think differently about wealth management

Maridea is a comprehensive financial services firm dedicated to providing clients with objective, thoughtful investment and financial guidance.

We strive to deliver exceptional wealth services for exceptional families and institutions. Our goal is to provide compound returns from 
differentiated capital management, cultivated on a foundation of individualized customer service.

Business Owners
Philanthropists
Families
Founders
Professionals
Retirees
Individuals

Financial Planning

Financial Planning

Maridea’s clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future.

Investment Management

Investment Management

Maridea offers industry-leding portfolio management services, leveraging diversified strategies to maximize returns while minimizing risk for clients’ investment portfolios.

Insurance & Risk Management

Insurance & Risk Management

Maridea offers comprehensive insurance services to safeguard and enhance clients’ financial portfolios through tailored coverage plans and risk management strategies.

Retirement & Multi-Generational Planning

Retirement & Multi-Generational Planning

Maridea provides comprehensive retirement and multi-generational planning services, ensuring clients’ financial security and legacy preservation across generations.

Offering Services

Maridea & our partners have the expertise to address all your financial needs.

We Seek Excellence

We Invest In|
to make their vision a reality

At Maridea Global Capital Management, our pursuit of excellence extends beyond financial expertise; it is the cornerstone of our recruiting philosophy as we seek individuals who share our unwavering commitment to exceptional client care and financial stewardship.

We Seek Excellence

We Invest In|
to make their vision a reality

At Maridea Wealth Management, our pursuit of excellence extends beyond financial expertise; it is the cornerstone of our recruiting philosophy as we seek individuals who share our unwavering commitment to exceptional client care and financial stewardship.

Let us help you plan your financial future.