Wealth management solutions for individuals seeking a holistic and personal approach to wealth management.
Maple Wealth offers an innovative approach to financial planning that transcends the traditional tools and styles of wealth management. We are here for our clients to help them get where they want to go, while also empowering them to live in the right here, right now.
Passive and Active Strategies
Tailored Investment Tools and Advice
Comprehensive Asset Analysis
Charitable Giving Strategies
Retirement Income Strategies
Personalized Investment and Tax Management
Estate Planning Strategies
Maple Wealth’s human centered wealth solutions are collaborative, sustainable, success-driven, and thoughtful. My financial advising services marry a traditional way of approaching wealth management with a more modern approach.
I’m the Founder of Maple Wealth. I help individuals, entrepreneurs, and families alleviate the stress of navigating their financial future.