Maia Wealth
Maia Wealth (CRD# 292817) is a financial advisory firm headquartered in Denver, CO. They manage $392,454,443 in 2,555 accounts and serve the financial needs of clients across 32 states (or territories).
-
Total Assets Under Management392MILLION
-
Total Number of Accounts2,555ACCOUNTS
-
Average Account Value$153,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI
Terry Anderson (CRD# 2374045) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 24 years of experience in the finance industry.
Christopher Barker (CRD# 6171686) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 10 years of experience in the finance industry.
Mark Candler (CRD# 4748115) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 11 years of experience in the finance industry.
Desmond Cato is a Wealth Management Advisor that hopes to play a vital role in the lives of his clients, helping them plan for the lifestyle they want and connecting them to the options that are best.
Dez specializes in helping individuals in the areas of wealth management, retirement distribution planning, tax mitigation, business succession planning, amongst other financial planning related topics. Every portfolio is built for the long term, managed with a keen eye on risk, and created to put your needs front and center, where they belong.
Desmond holds FINRA Series 7 and Series 66 licenses. Desmond and his team have expertise and will work collaboratively with you and other advisors to provide the most comprehensive financial plan possible.
Desmond currently lives in the Highlands neighborhood of Denver. He played baseball at Wheaton College, and loves any sort of athletic endeavor. He is an avid Crossfitter at the prestigious Crossfit Vantage. He also happens to love whiskey and is currently the President of the Colorado Whiskey Gentleman of Denver.
Dez has worked for various non-profits for many years. After living in East Africa for many months, Desmond returned to the states to help individuals less fortunate than most. He has worked with various organizations dedicated to serving foster children as well as homeless youth. Please read about these organizations in my volunteer section.
I can be reached at 708-574-6609
In your service,
Desmond Cato
Rebecca Desoto (CRD# 6436513) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 8 years of experience in the finance industry.
Darcy Gonsalves (CRD# 6785791) is an Investment Advisor Representative working at Maia Wealth in Tomball, TX and has over 6 years of experience in the finance industry.
Alan Goodman (CRD# 6247658) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 10 years of experience in the finance industry.
Steve is an Investment Advisor Representative (IAR) with both National Planning Corp (NPC) and Trilogy Capital. Steve is a Wealth Advisor with the independent financial planning firm Trilogy FInancial.
Steve is a Wealth Advisor in Trilogy’s Denver office. He believes in treating his clients with respect, honesty, integrity, and service excellence. Steve does not believe in cookie cutter financial plans. Everyone’s needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life.
Steve is committed to thinking holistically and creatively so that he can help his clients work towards their unique financial goals. He is attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. Steve is dedicated to helping clients achieve financial independence through practical, values-driven financial plans.
Prior to joining Trilogy, Steve enjoyed significant roles at a boutique investment management firm, as a private consultant, as the head of a registered investment advisory firm, and at a highly specialized unit of Fidelity Investments. He holds an MBA in Finance, and has furthered his education with graduate courses at both the University of Southern CA and Merrimack College. He has appeared numerous times as a financial specialist guest on national radio and television networks. Steve is an Accredited Investment Fiduciary, AIF®.
Steve specializes in advising clients on how to strive for their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly manage their hard-earned assets. He thrives in his role as a financial mentor. He enjoys educating small business owners and guiding individuals and families through all stages of their financial lives.
John Hoover (CRD# 6184464) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 10 years of experience in the finance industry.
Jacob Jaegle (CRD# 6465293) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 5 years of experience in the finance industry.