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Maven: A trusted specialist in a particular field, who seeks to pass timely and relevant knowledge on to others

Effective Strategies for your ideal tomorrow


Financial markets can change in the blink of an eye. But, with the advisors at Maven Group Investment Strategies, you can rest assured that your personalized wealth management strategy will be ready to adapt at subatomic speeds.

With decades of experience and a passion for seeing our clients succeed, we employ a general three-part structure to investing.

We start by organizing your financial life. Once we have an understanding of your risk tolerance, we incorporate the current financial landscape into your roadmap. Finally, we make sure to continually monitor your progress as you work toward your goals.

Who We Help 

Privately Held Companies

Attracting and retaining top talent is challenging in todays environment. Learn how we work with your employees to educate on your retirement plan & provide one-on-one guidance

Business Owners & Executives

Taxes & Succession planning are always top of mind for our clients. Let us show you how we tailor plans to minimize tax consequences and maximize your largest investment, your business.


Most professionals we work with have complex compensation packages. We work hand in hand to create the most advantageous planning with taxes at the forefront.

Individuals & Families

Most peoples goal in life isn't to manage their investments, but it has been for us! Let us handle the stress of management so you can enjoy the most important people and plans in life.

Our Process 

Discovery Meeting

We want to understand what's most important to you & learn where you stand.

Deep Dive Analysis

Based on the information you provide we'll analyze your investments and tell you how much you need to retire.

Strategy Session

We create strategies that are tailored to your needs and goals.

Consistent Updates

You've already completed the hardest work, now it's time to enjoy a life long relationship.

Wherever you are in life, we have a Solution

Wealth Builder

Perfect for those getting started and beginning to create their wealth. Early to Mid Career 

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Wealth Management

Designed for those 15 years from retirement or in Retirement. Years of experience have prepared us to guide you through your life transitions.

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Private Client Group

Tailored for clients with a minimum net worth of $5 Million. You'll benefit from our team based and tax sensitive approach.

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We keep you top-of-mind

Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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