Broker Check

Products & Services

At Mavada Wealth Management, we provide assistance in the following areas:

Investments

Stocks and Bonds

Mutual Funds

ETFs (Exchange Traded Funds)

Municipal Bonds

Government Securities

Calls & Puts for risk minimization strategies

Traditional & Roth IRAs 

SEP IRAs & SIMPLE IRAs

Trust Accounts

Accounts for minor children

Retirement Choices

Retirement Plans for your business

Retirement Plans where you work,including 401k investment advice

Personal Retirement Plans

Money Management, Cash Needs, Cash Flow

Social Security Choices

Distribution Planning in Retirement

Estate Planning Choices

Gift and Estate Planning

Life Insurance & Irrevocable Trusts

Charitable Giving

Tax Planning

Tax Return Preparation and Planning

Representation Before the IRS

Qualified & Non-Qualified Executive deferred  compensation planning

Capital Gains and Losses

Real Estate Purchases and Sales

Business Start Up, Profitability, Taxes