Maverick Private Wealth LLC

Maverick Private Wealth LLC provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Maverick Private Wealth builds customized portfolios using a variety of analysis methods and can use proprietary investment systems or recommend external money managers and private investments for qualified clients. In addition to individual wealth management, Maverick Private Wealth offers retirement plan consulting services, including acting as a fiduciary for employer-sponsored plans. The firm is owned by its principals and operates with a commitment to putting client interests first. Portfolios are held with independent custodians, and investment decisions are made with the authority to buy and sell securities on behalf of clients without prior consultation.