A Relationship-Centric
Approach to Wealth Management
At MAXIMAI Investment Partners, we take pride in providing a boutique experience and high-touch service, and our primary goal is to bring peace of mind to you and your family, always. The below summaries will give you an idea of what you can expect from us in the beginning and as time goes on.
What To Expect:
As We Get to Know You
Our relationship starts with an in-depth discovery process to learn about your goals, values, dreams, and what keeps you awake at night. Through a series of confidential conversations, we’ll begin to understand the dynamics of your family, what truly matters to you, and what kind of legacy you wish to leave behind.
Once we have clarity about where you are now and where you want to be, we’ll begin to research and analyze your situation. We’ll assess and present the opportunities available to you, and once you have chosen a path forward, we’ll implement your plan and keep you informed along the way.
As We Continue to Serve You
To us, you’re not just a client. You’re part of our family, and nothing is more important than building and maintaining a strong relationship with you.
On an ongoing basis, we are available to you whenever a need arises—day or night, weekday or holiday. We are happy to discuss the ideas, opportunities, and concerns you have, and we’ll proactively monitor your accounts and reach out when something needs your attention. Additionally, whether you live overseas or have an offshore business, we’ll travel to you as part of our due diligence and standard of service. We place tremendous value on seeing your world in person and spending time with you and your family.