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Darcy Gonsalves, CFP® Highlights 3 Essential Retirement Planning Strategies for Executives:
Planning for retirement as an executive isn’t just about the numbers; it’s about navigating the complexity of deferred compensation, equity grants, and unique tax hurdles.
Our very own Darcy Gonsalves, CFP® is passionate about helping leaders turn these complex variables into a clear, actionable strategy. Highlighting a recent piece in ThinkAdvisor, Darcy focuses on three essential keys for executive success:
1️⃣ Maximizing Equity Compensation: Don’t let your stock options or RSUs sit on autopilot.
2️⃣ Tax Diversification: Looking beyond the 401(k) to manage future tax liabilities.
3️⃣ Bridging the Lifestyle Gap: Ensuring your post-career income matches the lifestyle you’ve worked so hard to build.
5 Questions to Ask AI, 5 to Save for Your Financial Pro
As stated in the SuperAge article “5 Questions to Ask AI About Your Finances (and 5 to Save for a Financial Advisor)”, while AI can be a helpful tool for answering basic financial questions or modeling scenarios, it still lacks the personalized judgment and context that a trusted advisor provides.
Darcy Gonsalves CFP®, CDFA®, Partner at Maia Wealth, emphasizes that meaningful financial planning often requires deeper conversations around goals, behavior, and life circumstances – areas where experienced advisors add significant value beyond what technology alone can deliver.
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We are excited to share that Maia Wealth has been named one of Colorado’s Fastest-Growing RIAs by Citywire as part of their 50 Growers Across America 2025 report.
This recognition highlights our firm’s continued growth, our advisors’ commitment to excellence, and most importantly, the trust and partnership of the incredible clients we are honored to serve every day.
Citywire’s annual Growers Across America list identifies RIA firms demonstrating exceptional momentum, strategic growth, and client-focused innovation.
With $840.67M in assets under management as of August 9, 2025, Maia Wealth is proud to be recognized for:
Sustained asset growth and expansion
Delivering client-first, relationship-driven wealth guidance
Helping individuals and families achieve their long-term financial goals
This achievement is a reflection of our outstanding advisors, our collaborative culture, and the strong foundation built together with our clients and partners.
A heartfelt thank you to:
Our amazing advisors, whose dedication drives everything we do
Our clients, who trust us with their financial futures
Citywire, for recognizing our growth among such exceptional firms
We look forward to carrying this momentum into the year ahead—and continuing to deliver clarity, confidence, and personalized guidance for every client we serve.
Beyond the realm of traditional income streams, strategically directing your resources toward personal investments is the key to creating a robust and secure financial future. Whether you’re independently wealthy, own a lucrative business or figure it’s time to inquire about legacy planning as you approach your golden years, it’s important to have the right people in your corner.
Navigating your financial future can feel complex, but understanding key concepts is the first step towards achieving your goals. This comprehensive glossary provides clear, concise answers to the 100 most frequently asked financial planning questions on Google, designed to empower you with the knowledge you need for a secure financial journey.
We’re thrilled to spotlight Maia Wealth’s very own advisor, Liz Windisch!
Liz was recently featured in a thoughtful article in USA Today, exploring why many U.S. millionaires don’t actually “feel wealthy”. The USA Today piece digs into a surprising truth: even millionaires can feel uncertain about their financial future. It sheds light on the emotional side of wealth, from rising expenses to shifting expectations, and why thoughtful planning matters now more than ever.
Liz’s insights highlight an important truth: wealth isn’t defined by a balance sheet, but by confidence, purpose, and a plan you can trust. Her perspective emphasizes how mindset and long-term strategy shape a genuine sense of financial security.
We’re thrilled to share that Maia Wealth has been named one of America’s Top Financial Advisory Firms by Newsweek for the second year in a row (2025 & 2026)! 🎉
The ranking, presented by Newsweek in partnership with Plant-A Insights, evaluated over 1,000 firms nationwide, considering factors such as assets under management, advisor expertise, client outcomes, breadth of services, and more. Only firms with a proven track record, multiple advisors, and SEC registration were included.
We’re proud to be listed among top firms across the country and grateful to our clients and team of advisors here at Maia Wealth that continue to demonstrate trustworthiness, expertise, and a strong reputation in helping clients achieve their financial goals.
Here’s to continuing to deliver exceptional financial guidance and a future of continued growth 🤗
October is National Financial Planning Month!
Click below to hear why working with a CFP® professional, like so many of those at Maia, is to your best interest.
Our partners at Guardian have provided an excellent report to show the importance of life insurance to a financial plan.
Talk to your Maia advisor to see how life insurance fits for you.
Enjoy reading through JPMorgan’s thoughtful content on factors for successful retirement planning.
Your Maia advisor is always around should you wish to discuss this further.