Our Services
our Advisors have the expertise to address
all your financial needs.
our Advisors have the expertise to address all your financial needs.
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.
Investment Management
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.
*Insurance offerings are offered through Maridea Insurance Company, a wholly-owned subsidiary of Maridea Global Capital Management*
our clients say it best
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.
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.
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 and Risk Management
Insurance and 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.
Business Valuation Services
Business Valuation Services
Maridea helps clients gauge their company’s value by analyzing finances, market trends, and competition.
Alternative Investments
Alternative Investments
Our expert team collaborates with clients to explore alternative asset classes, including private equity, hedge funds, real estate, and venture capital.
Charitable Giving
Charitable Giving
Our expert team collaborates with clients to explore alternative asset classes, including private equity, hedge funds, real estate, and venture capital.
Tax Strategy
Tax Strategy
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.
Additional service offerings
Retirement & Multi-Generational Planning
Maridea provides comprehensive retirement and multi-generational planning services, ensuring clients’ financial security and legacy preservation across generations.
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.
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.
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.
“Maridea is committed to providing a comprehensive solution—seamlessly combining investment, tax, and planning services for our clients.”
Bryan’s Hinmon
Chief Investment Officer
We Seek Excellence
Founded by |
to support financial advisors.
Maridea Health Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
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.