About Maridea Wealth management
What We Do
Maridea's Dedication to Service
Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.
What Maridea Stands For
Trust. Hospitality. Fiduciary.
We strive to deliver exceptional wealth services for exceptional families and institutions. We are guided by expert advisors and have a deep understanding of your requirements to provide an exceptional client journey. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.
Our Service Offerings
Maridea and our partners have the experience and expertise to address all of your financial needs.
Financial Planning
Portfolio Management
Estate Planning
Retirement Analysis
Risk Management
Charitable Giving
Investment Advice
Multi-Generational Family Planning
Life Insurance
Tax Aware Investing
Alternative Investments
We Seek Excellence
Founded by financial advisors to support financial advisors.
We are a network of high-performing advisors with a passion for building businsses. We believe in the collaborative exchange of ideas, always delving deeper to elevate the client experience. We share an entrepreneurial spirit and client-first, planning-based environment rooted in thoughtful, deliberate consultation.
We are a community of advisors supporting one another.
We Seek Excellence
Founded by financial advisors to support financial advisors.
We are a network of high-performing advisors with a passion for building businsses. We believe in the collaborative exchange of ideas, always delving deeper to elevate the client experience. We share an entrepreneurial spirit and client-first, planning-based environment rooted in thoughtful, deliberate consultation.
We are a community of advisors supporting one another.