Maheras Wealth Management,Inc.

Maheras Wealth Management, Inc. is a financial advisory firm based in San Mateo, CA, specializing in providing investment management and financial planning services to individuals and families. Led by Leo Maheras, a certified financial planner, the firm focuses on understanding clients' goals and developing personalized strategies to enhance their financial confidence while addressing concerns related to taxes and wealth management.

The firm takes pride in its commitment to guiding clients, particularly executives and business owners from diverse cultural backgrounds, through significant financial decisions. Maheras Wealth Management emphasizes the importance of proactive financial planning and continuous engagement to align strategies with clients' evolving needs and aspirations.

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