Services

Wealth management that suits you

Investing Expertise

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” – Alexa Von Tobel

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Services Maciel Wealth Management Provides

  • Financial Planning

The goal of financial planning is to understand your current financial state and plan for your future financial needs. This includes budgeting, investments, employment benefits, ensuring your goals and analyzing to make sure your finances are in order.

  • Social Security Analysis

The objective of Social Security analysis is to determine your break-even point and then calculate which other personal and financial variables will impact your social security benefits. Deciding on when to claim your Social Security benefits is one of the most important retirement decisions you will make.

  • Financial Advising

The intent of financial advising is to carefully examine the components of your investments and to achieve the maximum return while minimizing your risks. This consists of reviewing the holdings in your portfolio and your personal risk tolerance and goals.

  • Tax Mitigation Strategies

Tax law are complicated and can be time consuming to comprehend and to formulate a strategy. Together with your CPA, Maciel Wealth Management will find opportunities for deductions that you might not have known you were eligible for to maximize your wealth.

  • Retirement Planning

The goal of retirement planning is to ensure you will have a comfortable retirement and be financially secure. Retirement planning has become more challenging in recent years but with computer forecasting models, financial technology and the firm’s wealth of experience we can present an investment analysis and estimate how much capital you will need for a comfortable retirement. Unfortunately, we can’t buy time back but we can make sure your portfolio works better for you in the future.

  • Money Management

The goal of money management and budgeting is to determine your present financial situation, set financial goals, create financial action steps and implement a sound plan.

  • Retirement Rollover Plan

When you leave a job, you don’t have to leave your money in your old employer’s plan. Your retirement plan; 401(k), 403(b), SIMPLE IRA, SEP IRA and others can be rolled over to an Individual Retirement Account (IRA) or transitioned to your new employer’s plan.

  • College Savings Plans

We all want our children to reach their full potential and to be able to fulfill their dreams. College might be in their future and it’s important to start saving now.

  • Employer Savings

Running a business isn’t easy and a thriving business needs to be able to recruit and retain great employees. Employer plans like a 401(k) can help your workforce secure its financial future and help differentiate your company.

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.