Our Services
our Advisors have the expertise to address
all your financial needs.
our Advisors have the expertise to address all your financial needs.
01
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.
Analyses include long-term cash flow forecasting, income and savings predications, and sensitivity analyses to market corrections and unexpected life volatility.
Maridea offers industry-leding portfolio management services, leveraging diversified strategies to maximize returns while minimizing risk for clients’ investment portfolios.
Clients benefit from Maridea’s in-house investment models and regular updates on investment performance and clients’ progress towards their financial goals.
02
Investment Management
03
Insurance & Risk Management
Maridea offers comprehensive insurance services to safeguard and enhance clients’ financial portfolios through tailored coverage plans and risk management strategies.
Maridea employs a team of specialty insurance advisors to provide industry-leading services for clients.
our clients say it best
Alexandre Cruzado
Co-Founder & Chief Investment Officer
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Alexandre Cruzado
Co-Founder & Chief Investment Officer
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Alexandre Cruzado
Co-Founder & Chief Investment Officer
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
Alexandre Cruzado
Co-Founder & Chief Investment Officer
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
Addition service offerings
04
Retirement & Multi-Generational Planning
Maridea provides comprehensive retirement and multi-generational planning services, ensuring clients’ financial security and legacy preservation across generations.
05
Business Valuation Services
Maridea offers clients a nuanced understanding of their company’s worth in the dynamic market landscape. Our expert team employs a blend of quantitative methodologies and qualitative analysis to assess various aspects such as financial performance, market conditions, industry trends, and competitive positioning.
06
Alternative Investments
Our expert team collaborates with clients to explore alternative asset classes, including private equity, hedge funds, real estate, and venture capital. With thorough due diligence and strategic selection, we provide clients with access to unique investment avenues that may not be readily available in conventional markets.
07
Charitable Giving
Our expert advisors guide clients through the intricacies of charitable giving vehicles, such as donor-advised funds, charitable trusts, and foundation structures, ensuring tax efficiency and impactful contributions.
We Seek Excellence
We Partner with|
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
Maridea Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.