We help you bridge the gap between where your investments are now and where you would like them to be in the future by providing financial planning and investment management services customized to your needs. Managing your investments can be tricky since there is a plethora of information that may not apply to your situation.
Having us as your partner will help simplify and organize your financial path. We love our clients and work well with women, non-traditional families, lifestyle investors, and business owners. We invite you to browse our website and learn more about our Client Service Experience designed to keep you focused on your financial goals.
Having us as your partner will help simplify and organize your financial path. We love our clients and work well with women, non-traditional families, lifestyle investors, and business owners. We invite you to browse our website and learn more about our Client Service Experience designed to keep you focused on your financial goals.
Services
One of the most important decisions an individual can make is the choice of a personal financial planner. It is critical that as with any successful relationship the foundation of your relationship with your financial planner be one based on trust. We are an independent financial planner and investment advisor representative licensed in Arizona and California.
Michelle Lee Wagner is the Founder of Maxima Wealth Management. She is an independent financial advisor and financial planner. For over two decades she has devoted her professional career in assisting clients and their families in pursuing their investment and financial goals. Michelle has extensive experience in developing strategies for wealth management and preservation, retirement planning, and advanced estate planning.
We offer unique and valuable investment options and services that provide our clients with a better quality of life and overall peace of mind. This comes from having a clearly defined and documented plan, and knowing that your investments are managed prudently. It starts with our commitment to your Client Service Experience.
At Maxima Wealth Management, we believe in a comprehensive approach to building and preserving wealth. Our relationship with every client begins with an in-depth evaluation of their current financial situation. We work with you to determine your overall financial goals and then focus on your specific objectives and risk tolerance.
At Maxima Wealth Management, we believe in the importance of establishing a strong, trusting relationship between client and advisor. We seek to educate our clients so they can take an active role in developing, implementing, and managing their financial future. We enjoy working with a variety of clients including women, non-traditional families, lifestyle investors, and business owners.
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