Wealth Management

We take a comprehensive approach to wealth management, including consultative services, financial planning, investment management, retirement planning, estate planning, and asset protection planning.





.

A Wealth of Options

Your financial objectives are our priority. We'll guide you through the intricate process of clearly defining your goals and creating a strategy to achieve them, all with your risk tolerance in mind. With a wide selection of investment opportunities, you'll be confident about investing and saving for the future in every stage of life. The current investment climate is exciting and challenging, and we're eager to partner with you to reach your goals

Personalized Service that Helps You Grow

Your goals and journey are unique. Your financial plan should be, too. We'll create a personalized approach that makes your money work for you. Our team of experts will recommend proven strategies and products to help grow your assets and income while maintaining flexibility to adjust along the way as your life situations require. You’ll have access to a superior suite of investment opportunities spanning a wide range of asset classes and investment styles.

 

Individual Services

Choose from an array of options designed to help you with all of your investment and retirement savings goals, no matter what stage of life you’re in.

  • Financial Consulting
  • Financial Planning
  • Portfolio Management
  • Retirement Planning & IRAs
  • Education Funding
  • Life Event Planning
  • Estate Planning
  • Life Insurance
  • Rollover from Existing Plans

 

Business Services

We tailor our services to business owners who are balancing their personal investment and retirement savings goals with those of their employees.

  • 401(k)
  • Profits Sharing & Qualified Retirement Plans
  • Key Person Insurance
  • Business Succession Planning
  • Executive Benefit Plan
meet the team

Working with you to achieve your goals

Our team of skilled professionals are:

  • Committed to understanding your needs and expectations
  • Driven to provide objective and comprehensive solutions
  • Dedicated to building reliable, lasting relationships
  • Focused on prioritizing your best interests
Ken Peavy headshot

Ken Peavy
VP of Wealth Management
kpeavy@mymax.com
334.215.4978

Sandra Downing headshot

Sandra Downing
Senior Advisor
sdowning@myMAX.com
334.215.4980

Jordan Halloran headshot

Jordan Halloran
Wealth Advisor
jhalloran@myMAX.com
334.215.4977

Tyler Bared headshot

J. Tyler Bared
Wealth Advisor
tbared@myMAX.com
334.215.2373













Securities offered through SA Stone Wealth Management Inc., member FINRA/SIPC. Advisory services offered through SA Stone Investment Advisors Inc., an SEC-registered investment advisor. The investment products sold through SA Stone Wealth Management are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended, or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Ready for a change? Make the move to MAX.