# Maverick Wealth Management

> Maverick Wealth Management offers affluent wealth management services, retirement income solutions, estate planning, and agribusiness financial guidance in Texas.

## About
- Firm: Maverick Wealth Management
- Advisor: Jeremy J. Walker, CRPC®, AWMA® — President & Managing Partner
- Location: Burleson, TX
- Areas served: Texas, Burleson, TX, Montgomery, TX, Bentwater, TX, Walden, TX, United States
- Phone: (817) 945-3335
- Email: info@maverickwm.org

## Services
- Business Continuation: Protect your company against interruptions from unexpected events. We help business owners develop Business Continuation Plans that keep operations running regardless of what life brings.
- Succession Planning: Many family-owned businesses fail during generational transitions. We help you create a plan to transfer ownership and management successfully, protecting your legacy from estate taxes and family discord.
- Asset Management: We manage wealth through a correlation-based risk lens, not pie charts. Using private equity, venture capital, private credit, hedge funds, and other advanced strategies, we create truly diversified portfolios for accredited investors.
- Retirement Planning: With life spans increasing and medical costs rising, having a personalized retirement plan is imperative. Our advisors help you prepare for retirement with confidence, no matter where you are in your journey.
- Retirement Income Planning: We create personalized retirement income strategies that answer the key questions: how much do you need, and how long will it last? Our plans seek to help you not just survive retirement but enjoy it.
- Estate Planning & Generation Planning: We assist with Wills, Revocable Living Trusts, and Powers of Attorney to ensure your legacy is preserved and your final wishes are fulfilled for generations to come.
- Closing Estates: We provide guidance and support to help families navigate the financial and administrative process of closing a loved one's estate during a difficult time.
- Medicare & Health Insurance: We simplify Medicare enrollment and help you understand all options — Parts A, B, C, D, and Medigap — to find the right coverage for your healthcare needs and budget.

## Pages
- [Wealth Management in Texas | Maverick Wealth Management](https://www.maverick-wealth.org): Maverick Wealth Management offers affluent wealth management, retirement income solutions, estate planning, and agribusiness financial guidance in Burleson and Montgomery, Texas.
- [About Us | Maverick Wealth Management](https://www.maverick-wealth.org/about): Meet the Maverick Wealth Management team — Jeremy J. Walker CRPC® AWMA®, Matt Hubbell AIF®, and Kelly Ireland. Learn about our values of trust, independence, and client-driven commitment.
- [Financial Services | Maverick Wealth Management](https://www.maverick-wealth.org/services): Explore Maverick Wealth Management's services: retirement planning, estate planning, business continuation, succession planning, asset management, Medicare guidance, and more for affluent Texans.
- [Agribusiness Wealth Planning | Maverick Wealth Management](https://www.maverick-wealth.org/agribusiness): Specialized wealth management for Texas farmers, ranchers, and agribusiness owners. Estate planning, succession strategies, and asset protection — preserving your agricultural legacy for generations.
- [Medicare Planning | Maverick Wealth Management](https://www.maverick-wealth.org/medicare): Navigate Medicare enrollment with confidence. Maverick Wealth Management helps you understand Parts A, B, C, D, and Medigap coverage options to find the right plan for your healthcare needs and budget.
- [Frequently Asked Questions | Maverick Wealth Management](https://www.maverick-wealth.org/faq): Get answers about Maverick Wealth Management's financial planning process, investment philosophy, fees, client qualifications, custody of assets, and how our advisors are compensated.
- [Contact Us | Maverick Wealth Management](https://www.maverick-wealth.org/contact): Get in touch with Maverick Wealth Management. Offices in Burleson, TX and Montgomery, TX. Call (817) 945-3335 or email info@maverickwm.org to schedule a complimentary consultation.
- [Financial Resources & Guides | Maverick Wealth Management](https://www.maverick-wealth.org/resources): Free financial guides from Maverick Wealth Management covering retirement income strategies, recession risk outlook, and wealth planning for affluent investors in Texas.
- [Mastering Retirement Income — Free Guide | Maverick Wealth Management](https://www.maverick-wealth.org/mastering-retirement-income): Download the free Mastering Retirement Income guide from Maverick Wealth Management. Learn how to build a sustainable, tax-efficient retirement income strategy that lasts through your lifetime.
- [Pre-SpaceX IPO Commentary | Maverick Wealth Management](https://www.maverick-wealth.org/resources/pre-spacex-ipo-commentary): Jeremy Walker shares an educational video commentary on the SpaceX IPO — historical IPO risks, why Maverick clients have had pre-IPO access since 2022, and where the ripple-effect opportunities may lie.
- [Financial Advisor in Montgomery, TX | Maverick Wealth Management](https://www.maverick-wealth.org/montgomery-tx): Jeremy J. Walker, CRPC®, AWMA®, leads Maverick Wealth Management's Montgomery, TX office at 15264 Hwy 105, Suite 170 — offering wealth management, retirement income planning, and estate planning to Montgomery-area families.
- [Financial Advisor for Bentwater, TX Residents | Maverick Wealth Management](https://www.maverick-wealth.org/montgomery-tx/bentwater): Local wealth management and retirement income planning for Bentwater, TX homeowners, from Maverick Wealth Management's Montgomery office led by Jeremy J. Walker, CRPC®, AWMA®.
- [Financial Advisor for Walden, TX Residents | Maverick Wealth Management](https://www.maverick-wealth.org/montgomery-tx/walden): Local wealth management and retirement income planning for Walden, TX homeowners, from Maverick Wealth Management's Montgomery office led by Jeremy J. Walker, CRPC®, AWMA®.

## FAQ
- Q: What should I expect in the financial planning process at Maverick Wealth Management?
  A: Advisors begin with a get-acquainted meeting to understand your financial situation, personal goals, values, and risk tolerance. We review your documents, establish priorities, examine alternatives, and develop a personalized plan with actionable recommendations. After your initial plan, we meet regularly to review progress and adjust as needed.
- Q: How do I get started working with Maverick Wealth Management?
  A: We invite prospective clients for a complimentary exploratory consultation — no obligation. You interview us to determine if we are a good fit. If we both decide to proceed, we begin the financial planning process, discuss fees upfront, and create a blueprint for your financial future.
- Q: Who is a typical Maverick Wealth client?
  A: Most clients are affluent investors with household investment portfolios of $1,000,000 or more — including professionals, corporate executives, small business owners, farmers, and ranchers. We also welcome clients committed to building wealth toward that threshold.
- Q: How are Maverick Wealth Management advisors compensated?
  A: Most accounts are advisory accounts billed at a fixed annual 1.15% of assets under management, charged quarterly. Starting in 2026, a monthly financial planning subscription ranging from $40 (individuals) to $500 (businesses) is also required. All fees are disclosed upfront before any agreement.
- Q: Do you guarantee any rate of return on investments?
  A: No. It is against industry, state, and federal regulations to guarantee investment returns or performance. We devote significant time, research, and experience to best practices designed to help guide clients toward their financial goals.
- Q: What is the Maverick Wealth investment philosophy?
  A: We manage assets using strategic and tactical asset allocation, low-cost investing, and advanced private market strategies including private equity, private credit, and venture capital. We evaluate risk by analyzing asset correlation rather than relying on simple pie charts, and we limit mutual fund use to minimize overlap and fees.
- Q: Who has custody of my money?
  A: Maverick Wealth Management advisors never have custody of client assets. National Financial Services holds client assets in accounts registered in the client's name. Cambridge Investment Research accounts have SIPC protection up to $500,000 per customer, with additional coverage up to a $575,000,000 aggregate firm limit.