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

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Alexandre Cruzado

Co-Founder & Chief Investment Officer

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Addition service offerings

Services Process 04

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 Global Capital 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.