Maze is a family business helping people with investing, wealth management, tax planning, and estate planning including multi-generational strategies.

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Our Services

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Wealth Management

As we build our advisor relationship with you, our focus remains on you, and on resolving complex issues within the following four life planning components:

  • Enhancing wealth
  • Protecting wealth
  • Transferring wealth
  • Donating wealth

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Portfolio Management

We'll design an evidence-based portfolio, then implement it. Monitor your investments, rebalance as needed and take advantage of tax loss harvesting opportunities.

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