MAX Wealth Management makes your money work just as hard as you do. 

MAX's advisors focus on understanding your financial goals and dreams.

By understanding your needs, our advisors can provide budget planning and investment insights that work for you, not against you. With each day that passes, life grows more complex and financial decisions have larger impacts. Your finances influence every aspect of life. Teaming up with a MAX wealth management advisor can help you pursue the financial security you are searching for. MAX Wealth Management offers private consultative services, personal financial planning, investment management, retirement planning, 401k setup, benefits packages, portfolio management, estate planning and asset protection planning.  

Relationships You Can Trust

We believe that trust, honesty and integrity are important when choosing someone to help guide your financial path. At MAX, our wealth management consultants work hard to establish and maintain relationships with their clients – relationships built on those key characteristics.






My job is to understand the goals and desires of my clients then provide solutions that will be in their best interest.

Ken Peavy , VP of Wealth Management

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Ken Peavy

I take the time to look at the full financial picture of my clients. I think it’s very important to hear their goals for the future.

Sandra Downing , Financial Consultant

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Sandra Downing

Our team works one-on-one with each client to ensure we work toward meeting their financial goals.

Jordan Halloran , Wealth Consultant

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Jordan Hollaran

For more information about MAX Wealth Management brokers, visit http://brokercheck.finra.org/

 

Tax preparation is not provided or affiliated with LPL Financial. Before making any decisions in regards to tax deferral strategies, consult with a qualified tax professional for guidance.


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial 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.

MAX Credit Union and MAX Wealth Management are not registered broker dealers and are not affiliated with LPL Financial. 

This site is designed for U.S. residents only. The services offered within this side are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

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