Wealth management is more than just investment advice, as it encompasses all parts of a person’s financial life. At Maritime Wealth Advisors, wealth management is the consultative process of meeting needs and objectives of our clients by providing sound financial advice and solutions. Our approach to unwavering personal service has afforded us many years of success in positive client experiences and relationships.
- Retirement Planning
- Investment Management
- Wealth Preservation and Protection
- Social Security Planning
- College Education Planning
- Estate Planning
- Retirement Income Strategies
- Cash Flow Planning
- Income Tax Planning
- Risk Management and Insurance Planning