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Welcome to Mavada Wealth Management

MAVADA WEALTH MANAGEMENT is a fee-based comprehensive financial services firm, committed to helping you achieve long-term financial success. Our customized programs are designed both to conserve and grow your wealth, while delivering an unprecedented level of personalized service.

When you entrust your capital to an asset manager, you value safety and profitability. You need a relationship that is trustworthy, confidential, and fully independent to ensure the interests of the asset manager are fully aligned with your own.

We do not receive commissions. Instead, we charge a tax-deductible fee based on assets we invest for you. Thus we prosper when you prosper. We employ a low-cost broker, Schwab Institutional, for stocks, bonds and options, along with no-load mutual funds, no-load annuities, and low cost ETFs (Exchange Traded Funds). Our approach thus is much different from old-style brokers whose income depends on commission-driven sales.

Privacy, expert and professional advice, quality, transparency, and independence, are the pillars on which MAVADA WEALTH MANAGEMENT has built its Asset Management and Wealth Management services.

We encourage you to explore our site and learn more about the services we provide. Should you

  • have any questions
  • like more information on our firm
  • want to become a client
  • want to refer a friend, colleague, or relative

-please feel free to email us. Call 425 417-3782 , or toll-free on 855-MAVADA5 (855 628-2325). We look forward to hearing from you!

About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Become a Client

Becoming a client with us is as easy as it is rewarding.

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