Maverick Wealth Management

Your Financial Future, Simplified

Financial consultant in Burleson, TX (show on map)

4.1

★★★★☆

9 reviews

Maverick Wealth Management offers personalized wealth management, retirement planning, estate planning, and agribusiness services, focusing on custom portfolios and accredited investors.

Call (817) 945-3335

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About

Maverick Wealth Management is dedicated to helping clients navigate retirement planning and wealth management with clarity and confidence. They offer custom portfolio creation, expertise in accredited investors, private equity, venture capital, private credit, syndicate offerings, estate and generation planning, and specialized agribusiness services.

The firm emphasizes a client-focused approach, ensuring that each client's unique financial goals and legacy are preserved.

Customized investment portfolios

Private equity and venture capital expertise

Agribusiness specialization

Estate and generation planning as core components

Services

Wealth Management

Creation and management of custom portfolios, not a one-size-fits-all model, with expertise in accredited investors and access to private equity, venture capital, private credit, and syndicate offerings.

Customized investment portfolios Private equity access Venture capital expertise Private credit offerings Syndicate investments

Retirement Planning

Guidance on saving for retirement, ensuring sufficient income throughout retirement years, and creating personalized retirement income plans.

Retirement income projections Tax-efficient strategies Longevity planning

Estate and Generation Planning

Planning for the transfer of wealth across generations, including wills, trusts, powers of attorney, and minimizing estate taxes.

Will and trust preparation Estate tax minimization Power of attorney setup Generational wealth transfer strategies

Agribusiness Services

Specialized financial solutions and transition planning for farmers and ranchers, including legacy preservation, value safeguarding, and orderly transition.

Transition planning for farms and ranches Legacy preservation strategies Value safeguarding Orderly transition processes

Medicare & Health Insurance Planning

Guidance on Medicare options, including Parts A, B, C, and D, as well as Medicare Supplement plans, to simplify healthcare coverage decisions.

Medicare part analysis Supplement plan comparison Enrollment assistance

Credentials & Certifications

CRPC® Chartered Retirement Planning Counselor

Since 2002

AWMA® Accredited Wealth Management Advisor

Since 2002

AIF® Accredited Investment Fiduciary

Since 1985

Reviews

Rating

4.1

★★★★☆

Reviews

"Jeremy takes the time to explain everything to you."

Frequently Asked Questions

What should I expect in the financial planning process from the Maverick Wealth Management Advisors? +

The process includes an initial consultation to understand your financial goals and risk tolerance, followed by portfolio design, implementation, and ongoing review and adjustment.

How do I get started working with the Advisors of Maverick Wealth Management? +

You can schedule a free consultation to discuss your financial goals and how the advisors can help you achieve them.

Am I qualified to become a client of Maverick Wealth Management? +

Maverick Wealth Management serves accredited investors and families with significant wealth, focusing on customized financial solutions.

What can Maverick Wealth Management Advisors really do for me? +

They provide personalized wealth management, retirement planning, estate planning, and agribusiness services, tailored to your unique financial situation.

How are Maverick Wealth Management Advisors compensated? +

Compensation details are not explicitly stated in the FAQ, but typically advisors may be compensated through fees, commissions, or a combination thereof.

Do you guarantee any rate of return for my investments? +

No, Maverick Wealth Management does not guarantee any rate of return; investment performance depends on market conditions and the chosen investment strategies.

Who has custody of my money when I hire an Advisor to manage it? +

Custody of your money is typically held by a registered broker-dealer or investment platform, with Maverick Wealth Management acting as the advisory firm providing investment advice.

What is your Investment Philosophy? +

Maverick Wealth Management views risk through a lens of correlation, using a diversified mix of investments including private equity, venture capital, private credit, syndicate offerings, hedge funds, commodities, futures, and options.