Maridea expands its Texas footprint through partnership with VitalStone Financial, a fast-growing financial advisory practice based in San Antonio
San Antonio, TX – On September 9, 2024, Maridea Wealth Management (“Maridea”) is excited to announce its partnership with VitalStone Financial LLC (“VitalStone”), a fee-based financial advisory firm providing services to HNW and UHNW clients across the country. VitalStone is helmed by veterans Jason Odette, James Jedrziewski and Chris McNeil, who combined have 50 years of experience in the industry and will be joining the Maridea advisory team. VitalStone’s client-first culture and dedication to providing quality advice is aligned with Maridea’s approach to wealth management. VitalStone has exhibited an impressive track record of growth over the last few years and Maridea is excited to partner with VitalStone to continue to its trajectory and act as a cornerstone to Maridea’s expansion strategy in the southern states.
About Maridea Wealth Management
Incorporated in February 2023, Maridea Wealth Management is a wholly-owned subsidiary of Maridea Global Capital Management and is an SEC-registered investment advisor that provides comprehensive wealth management services, including investment management, financial planning, estate planning, outsourced family office services, access to alternative asset classes, and more. Maridea is a mission driven organization that is endeavoring to provide the highest caliber of financial services accompanied with industry-leading hospitality and customer service. In addition to its core product offerings, Maridea uniquely partners and invests in small-to-mid scale advisors (less than $1 billion of AUM).
To Learn More about Maridea Global Capital Management:
Mier Wang, Managing Partner
[email protected]
(269) 598-0939
General Inquiries