Maxima Wealth Management

Maxima Wealth Management We are an independent financial planner & investment advisor representative licensed in AZ & CA. Member FINRA/SIPC.

I am a Certified Financial Planner® practitioner with over 20 years experience in financial services helping my clients achieve their goals. At Maxima Wealth Management, we help you bridge the gap between where your finances 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 finances can be tricky since there is a plethora of information that may not apply to your situation. Having me as your partner will help simplify and organize your financial path. I love our clients and work well with women, non-traditional families, lifestyle investors, and business owners.

◄ My mission is to build lasting partnerships with my clients and be their trusted advisor for all aspects of their financial lives. ►

I can help you:

►Our Women Clients: “…maintain financial strength and independence, no matter what life throws at you.”

►Our Clients Who Are Part of Non-Traditional Families: "…manage the host of variables that make financial decisions especially challenging…”

►Our Clients Who Are Lifestyle Investors: "…determine and prioritize what’s most important in your life and then develop separate strategies to meet your lifestyle goals.”

►Our Clients Who Are Business Owners: "…assist and support you through the financial planning process…”

◄ website: www.maximawealth.com ►

◄ email [email protected] or call (480)947-9969. ►

Registered Representative offering securities and advisory services through Crown Capital Securities, LP, a registered broker-dealer and investment advisor. Licensed to sell securities and life insurance in the following states: AZ & CA.

Retirement may change your perception of investment risk.
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Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Do you need umbrella insurance? Find out more.
10/05/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
09/30/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

What steps might help you sustain and grow your retirement savings? This piece explores them.
09/28/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
09/25/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
09/23/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

With great wealth comes even greater questions. Learn more in our article.
09/18/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

There are ways to protect your business in the event of your death or the death of a partner.
09/16/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Address

4500 S Lakeshore Drive Ste 300
Tempe, AZ
85282

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