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Maximize Your Golden Years.
WealthMax creates personalized financial strategies to help you optimize your income, minimize tax burden, and help make sure your retirement years are as rewarding as you've imagined.
Retirement Income Expertise
A clearer path to rich retirement
From wealth accumulation to distribution — we implement methods and tactics to help support your evolving financial needs in retirement.
Comprehensive Financial Planning
Do you know where your money is going in retirement? We'll help you figure it out. We look at where you are now and where you want to go — then we draw a map to get you there.
Investment Management
We keep a close eye on your investments so you can be confident in your investment selections. We aim to provide strategies that are designed to grow your money while protecting it from big losses. Our goal is to show you that your retirement funds are in good hands.
Tax Efficiency + Income Management
Taxes can eat up retirement savings fast. We show you minimization strategies to pay less in taxes so you have more money to enjoy. As tax laws change, we adjust your plan to keep your tax bill optimized.
Holistic Wealth Management
You've worked hard for your money. Now it's time to protect it. We help you guard against risks that could hurt your savings. We also help you plan how to pass on your wealth to your loved ones.
Purposeful Retirement Planning
Creating a fulfilling and stable retirement
From savings to enjoyment
Are you nearing retirement or already there? Maybe you're worried about having enough money to last. Or you're not sure how to turn your savings into a steady income. You might even be wondering what to do with all your free time.
If this sounds like you, you're in the right place. We help people like you create a retirement that's not just comfortable, but exciting and purposeful too.
Personalized Retirement Success
Why choose WealthMax for your retirement?
Unlike big firms that may treat you like a number, we take the time to get to know you and your goals for retirement. We focus on finding strategies to help boost your retirement income, not just growing your investments. This means more flexibility for the things you love.
Focus on maximizing your retirement income
Personalized GPS-like System to help guide you through each retirement phase
Strategies designed to help lower your tax bill in retirement
Regular plan updates to match life changes and market shifts
Expertise in both pre-retirement and post-retirement planning
Emphasis on lifestyle planning, not just financial numbers
This comprehensive analysis will cover key areas of your retirement options including:
Ready to receive your complimentary retirement analysis?
- Continuous oversight of your investment portfolio.
- Proactive adjustments to keep your plan tax efficient.
- Comprehensive legacy and risk management planning.
- Ethical, transparent practices with a dedicated commitment.
"I can’t say enough good things about Wealth Max and Ed Botelho. Ed is very informative and not pushy. His goal is to make sure you understand so you can make the best decisions while feeling confident. He knows his stuff! I highly recommend him.
KAREN WETTERHAHN, CLIENT
Download our complimentary,
no-obligation resource guides
Learn more about retirement and financial planning.
Maximize Your Social Security Benefits: Separating Fact From Fiction
Discover how to maximize your retirement income and reduce stress with personalized financial planning and expert guidance. Get tailored strategies to ensure your financial security and peace of mind throughout your retirement.
Maximize Your Retirement: 5 Smart Money Moves for Your Old 401(k)
Protect your retirement savings by understanding your 401(k) options. Avoid costly mistakes to help ensure financial stability in retirement. Find opportunities to assist in making a positive impact on your future financial security.
5 Essential Strategies to Help Ensure Financial Success in Retirement
Worried about retirement savings? You're not alone. Despite improving trends, 36% of American workers lack confidence in their readiness. This guide will help you navigate those uncertainties and help ensure your financial success.
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401-366-2525
Contact us
707 Metacom Ave
Bristol, RI
02809
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Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and WealthMax Financial Group are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.