WealthMax Financial Group: Guiding you to a rewarding—and purposeful—retirement.

At WealthMax Financial Group, retirement and financial planning is more than just a service—it’s a commitment to your future. We focus on helping you craft a retirement that not only meets your financial needs but also fulfills your life’s ambitions. 

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Meet Ed Botelho

Founder and Financial Planner of WealthMax Financial Group

Ed is a Financial Planner and the founder of WealthMax Financial Group. He has more than eight years of financial sector expertise and has become a dedicated advisor to many people and families looking to achieve their financial objectives and maximize their financial future.

Throughout his career, Ed has demonstrated an exceptional ability to navigate the complex landscape of personal finance, helping his clients make informed decisions and optimize their financial strategies. His comprehensive approach combines a deep understanding of investment planning, retirement income strategies, legacy planning, and risk management, enabling him to deliver tailored strategies that align with his clients’ unique needs and aspirations.

Ed has built a team of experienced professionals who share his passion for helping individuals and families achieve financial freedom. Under his visionary leadership and coaching experience, the firm has established itself as a go-to resource for comprehensive financial planning, offering a wide range of services designed to help maximize wealth accumulation, preserve assets, and minimize tax liabilities.

Ed is a graduate of Johnson & Wales University. In addition to his professional commitments, Ed actively participates in industry conferences and seminars, keeping abreast of the latest trends and strategies in the ever-evolving financial landscape.

In his free time, Ed Botelho enjoys traveling, staying active through fitness training, and playing and coaching hockey.

With his extensive knowledge, unwavering dedication, and proven track record of success, Ed is a financial planner who consistently exceeds expectations and empowers his clients to achieve their financial aspirations.

Meet Joe Faria

With over seven years of management experience, Joe Faria is the cornerstone of operational excellence at WealthMax Financial Group.

As Practice Manager, Joe oversees the day-to-day functions of the firm, ensuring that our services run smoothly and efficiently to meet the needs of our clients. Joe brings a wealth of knowledge and a strategic mindset to his role, having honed his skills in leadership, team coordination, and process optimization throughout his career. His dedication to fostering a collaborative and high-performing environment is instrumental in driving the success of our practice.

At WealthMax Financial Group, Joe is committed to enhancing client experiences and supporting our financial advisors with the tools and resources they need to excel. His proactive approach and problem-solving abilities make him a valuable asset to both our team and our clients.