Our Core Values

At Maverick Wealth Management, we operate our business based on a series of core beliefs.

Our Culture of Trust

A relationship without trust might as well be no relationship at all. We want to earn your trust and devote ourselves to keeping that trust for as long as you allow us to. At Maverick Wealth Advisors, we understand the value and importance of faith. We will never take your faith in us for granted.

A Philosophy of Independence.

As the financial services industry has shrunk over the past decade, it is common for the majority of firms and financial advisors to be “owned” by a larger, multi-million (billion) dollar company. While they might have the backing of a “big” name, they might also be limited to the products and services they can provide. Often, they might even be restricted to their own company’s line of products.

That is not the route Maverick has decided to go. We pride ourselves on being truly independent. Being independent allows us to do what is right for you. We first seek to understand your needs and we can search the financial universe for the proper strategy. In the end, being independent benefits you.

An Attitude of Teamwork.

We believe that you are only as good as the people you surround yourself with. Creating a team of like-minded people with different strengths will make a stronger entity. That is what we have done here at Maverick Wealth Management. You will always find that our staff provides excellent and knowledgeable service in a comfortable environment because that is the atmosphere we have created.

A Position of Strength.

In today’s business world, one must always be open to learning. Times change, financial strategies, products and services come and go. Our Advisors are proactively tracking the financial industry to stay on top of the ever-changing market. We work hard to be an industry innovator, actively finding new and comprehensive approaches to both financial planning and investing. Our clients deserve a financial team that has its finger on the pulse of the industry.

“Doing It Right,” Pursues Independence.

We believe that there is no more important mantra in this business than the simple concept of doing what is right. This means treating everyone with respect, courtesy, honesty, fidelity, and sincerity. At Maverick Wealth Management, we understand and hold ourselves accountable to our clients, our industry, our personal beliefs, and our families. We work ethically, not because we have to, but because it is the right thing to do.

Client-Driven Commitment.

We do not judge success on the prosperity of Maverick Wealth Management. We measure success by the satisfaction of our clients. If our clients are not satisfied, then we have failed. We are committed to making sure our customers are the most satisfied in the industry. We look forward to showing you our level of commitment.