Maia Wealth, an independent wealth management firm, works with Colorado lawyers and legal professionals to create custom wealth management strategies to fit their specific financial needs. Working with Maia Wealth means working with a network of certified financial planners, CPAs and portfolio managers – the dedicated advisors have decades of experience in attorney and law firm wealth management and financial planning.
At Maia Wealth, we understand that our clients find wealth is more than just money. Our advisors provide holistic wealth management service offerings through strategic partnerships. Creating purposeful wealth management plans includes making smart investments and building equity in the best interest of the entire law firm’s attorneys and staff.
Financial Planning for Colorado Law Firm Owners
We help law firms to grow stronger together by catering their wealth management and financial planning services to best accommodate both the highest and lowest income earners. We offer a range of business services including 401k planning, health insurance, debt reduction strategies, loans, and college planning. Most importantly, we know that each individual client has a unique situation and that is why we provide customized plans to incorporate all aspects of a financial picture.
As Maia Wealth advisors, we always look out for our client’s best interests. We are known for giving entirely unbiased and conflict-free investment advice. We pride ourselves on trustworthiness as an independent Registered Investment Advisor (RIA) and provide comprehensive financial planning and exemplary services. Our client relations are 100% responsive, attentive, personal, and always within a fiduciary capacity.
Contact Maia Wealth for a free consultation to learn more about how our advisors can provide your law firm’s attorneys and staff access an array of financial health services and products.
To book an appointment with one of our specialized wealth management advisors, Mark Candler or Dave Owens, please visit our webpage or call us (720) 644-8803.
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Meet Our Team: How we help and serve lawyers and law firms
Why we partner with attorneys and law firms
MAKE AN IMPACT with ALL of your employees
Customized financial planning for the legal space
Employee Benefits partnership= Retention and Recruitment
Fly Fishing/Planning Program - Hook a Strategy
College Funding for employees= Strategic Benefit