Willenborg Brian

Maheras Wealth Management is dedicated to providing sound financial services tailored to executives and business owners from diverse cultural backgrounds, particularly those approaching retirement within the next 5 to 10 years. The firm emphasizes a comprehensive approach to financial planning, aiming to alleviate clients' financial concerns through personalized investment strategies and diligent guidance. Led by Leo Maheras, a CFP and CIMA professional, the team focuses on helping individuals and families navigate complex financial decisions while fostering confidence in their financial future. Their investment and financial planning processes are designed to address current needs while anticipating future circumstances, ensuring a proactive approach to wealth management. Generated from the website

At Maven Lane Financial Group, we bring a sense of home to dealing with the complexities of your financial life. When you are with us, you are with someone who cares. We will go above and beyond to create a plan that caters to your individual necessities and ambitions.