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 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.
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 Wealth Management & our partners have the expertise to address all your financial needs.
Customer Services Comes First
Meet Our Featured advisors
Allison & Marc Gagni
Meet the siblings at the helm of Gagni Wealth Management, Marc and Allison Gagni, co-founders and seasoned financial advisors. With roots dating back to 2007, Marc’s journey in the financial industry began under the mentorship of his father, Marlon. Beyond finance, Marc’s love for cars is rivaled only by his commitment to clients. A proud Texas Tech University alum, Marc brings a wealth of experience and knowledge to every client relationship.
Allison, also a proud Texas Tech graduate, is not just a financial advisor but a catalyst for change in San Antonio through her dedication to empowering women in financial literacy. With experience as a former registered representative of New York Life, she combines her industry expertise with a genuine passion for helping clients achieve financial independence. At Gagni Wealth Management, Marc and Allison blend their unique backgrounds and shared commitment to provide personalized financial guidance that transcends conventional advisory services.
German Ricardo Mora
Based in Miami, German Ricardo Mora is an IAR at Gagni Wealth Management and a seasoned executive with over 25 years of experience in Fortune 100 Companies and International Financial and Banking Institutions. Specializing in clients primarily from Mexico and other international markets with investments and opportunities in the US, German analyzes investment needs and recommends tailored strategies to meet financial goals. He builds lasting client relationships through comprehensive wealth management services, including mutual funds, stocks, bonds, IRAs, credit, insurance, and estate planning. German also provides expertise in trading foreign exchange, equities, debt, and derivatives, along with specialized investment products such as hedge funds, real estate, private equity, mezzanine debt, and infrastructure investments, while offering global asset allocation advice across multiple asset classes.
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.
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.