Our Philosophy

How We Apply

Our Philosophy

Maciel Wealth Management is a veteran owned business and has chosen to uphold the fiduciary and fee-only standard as an independent financial advisor. This structure allows the firm to keep our clients’ well-being our chief focus. We do not accept commissions or sell unnecessary products to our clients.  We have no minimum amounts to invest and we believe everyone deserves professional financial advice regardless of age or assets. We offer virtual financial planning services so you are not limited by location or time. We look forward to handling all challenges from managing debt to saving for college to retirement planning. We believe we have the best educational resources and technology to ensure our clients hard-earned money is managed correctly and effectively.

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Qualifications

Matt Maciel has been working with individuals and businesses in the Kansas City area for several years. One of the benefits of working with him is his desire to provide clear and easy to understand explanations for financial planning and investing. He believes everyone deserves a custom-built portfolio that is designed for their financial goals. The personalized program that he will work together to develop can help you work towards a more secure financial future.

  • United States Marine Corps Veteran
  • MA, MBA
  • Fiduciary
  • Does not accept commissions for Financial Planning or Financial Advising
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What Maciel Wealth Management Offers

For Individuals

  • For Individuals Financial Strategies – sophisticated computer software analysis and support helping determine how much you need for retirement, children’s education and leaving a legacy.
  • Financial Planning – Building a holistic plan, guidance and software analysis to help you avoid gaps in retirement. Will we evaluate your 410(k), company pension, Social Security and other tax-advantaged savings plans to provide income when you retire.
  • Investments – Identifying your goals and investments suitable for you to achieve your goal. Provide guidance when circumstances change in the market or in your life.

What Maciel Wealth Management Offers

For Businesses

Investments and financial plans –

It’s crucial for small businesses to keep and retain great people.  We can help you meet the needs of your employees with: 401(k), SEP IRA, SIMPLE IRA and other retirement plans.  We will help you diversify and be better prepared to survive a recession and be able to retire on your terms.

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Contact Us to Learn More

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Our mission is to know and understand your financial situation and provide you with information, services and investments to help you reach your goals.  We will customize strategies to suit your vision and objectives.

Matt Maciel

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Maciel Wealth Management, LLC (referred to as “MWM”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. MWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall MWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if MWM or a MWM authorized representative has been advised of the possibility of such damages. In no event shall Maciel Wealth Management, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.