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:
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- 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.
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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.
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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.
