Maven Wealth Management
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
11477 Iager Blvd, Fulton, Maryland, 2075...Phone Number
(301) 776-4244Website
www.mavenwealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Maven Wealth Management
Maven Wealth Management is an independent wealth management and financial services firm that prioritizes the needs of its clients. Led by Denika Tokunaga, a Certified Financial Planner, the firm specializes in assisting affluent individuals, corporations, and non-profit organizations with tailored investment and retirement strategies. Their disciplined approach focuses on building long-term relationships and providing personalized financial guidance to help clients achieve their financial goals. The firm offers a comprehensive range of services including retirement planning, estate strategy, and investment management.Explore more
Maven Wealth Management Org Chart
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Maven Wealth Management is an independent wealth management and financial services firm that prioritizes the needs of its clients. Led by Denika Tokunaga, a Certified Financial Planner, the firm specializes in assisting affluent individuals, corporations, and non-profit organizations with tailored investment and retirement strategies. Their discipl... Read More
