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Mavada Wealth

There is an old story of a seasonal wind called Mavada that blows in from the Sea of Cortez. It is said that if you know how to read the wind, you can see what the coming season may hold.
Sometimes this wind blows cool and crisp, sometimes warm and welcoming. Understanding this wind, understanding Mavada, was a goal worthy of one’s effort, as the reward could be great.

In today’s volatile financial marketplace, reading the winds of change may be more important than ever. It’s why Mavada Personal Wealth Management may hold the answers you have been searching for. To find out more, we invite you to contact us.

MAVADA WEALTH MANAGEMENT began with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence. For each of our clients, we partner with you to help create financial stability and security, and to achieve financial independence.

We offer to our clients the type of Concierge services expected by the wealthy. Our field of vision is wide, encompassing estate planning, insurance, tax, cash flow, defined benefit plans, negotiating employment and severance agreements, and Executive deferred compensation planning. 

We involve other experts when needed, including estate attorneys and insurance agents, providing you with specialized advice for your issues.

We have developed a unique Financial Freedom Analysis, allowing you and your spouse to determine how and when you can afford to retire. We begin with your age, cash needs, retirement and personal savings, then add your spending wishes, determining whether or when you reach Financial Freedom. 

Financial Freedom: when you work because you choose to, not because you have to.

Our Commitment

We are experienced professionals with a hands-on, participative approach to financial guidance. Not only will you find our team members knowledgeable, but you will discover that our people truly care about making your dreams a reality. As your Financial Professionals, we will keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. 

Our Services

MAVADA WEALTH MANAGEMENT offers you a wide range of products and services. Your Account Manager will design solutions to fit your needs and goals. Our priority is to develop solutions exceeding your expectations.

  • Investment Planning
  • Retirement Planning, contributions, and distributions
  • Tax Preparation and Planning, including Executive Deferred Compensation Planning
  • Personal Cash Flow Planning
  • Business Cash Flow, Profitability, and Planning
  • Insurance
  • Estate Planning

MAVADA WEALTH MANAGEMENT offers the following investment products and services:

  • Discretionary investment management in a variety of asset classes matching individual objectives
  • Equity and fixed-income securities
  • A wide choice of best-in class no-load Mutual Funds and ETFs
  • Other asset classes and specialized investments

Our Philosophy

Our company is based on the principle that education and understanding of your current financial situation is vital to successful decisions concerning your life choices. To identify, in concrete terms, your objectives, and to schedule an appointment, please send us an email, or call 425 417-3782 toll-free 855-MAVADA5 (855 628-2325).