About Us

^{Who We Are}
Mission-Driven Wealth Management

Maxima Wealth Management was founded on the principle that personalized, objective advice is paramount. Our client relationships are everything to us; we would not exist without your trust.

We are committed to putting integrity and service at the forefront of every client interaction, focusing on delivering thoughtful guidance tailored to your specific life stage and goals. We believe in the importance of establishing a strong, trusting relationship between client and advisor. We seek to educate our clients so they can take an active role in developing, implementing, and managing their financial future.

We enjoy working with a variety of clients including women, non-traditional families, lifestyle investors, and business owners.

Get Started With Our Simple Process

Define Goals and Clarify

We begin by exploring and understanding each client’s current financial situation, values, short- and long-term goals, lifestyle and attitudes. Then collect and assess relevant financial data.

Develop Investment Policy

Provide a written investment policy presenting our specific recommendations; identify possible barriers that might impact the achievement of financial goals; offer strategies for any gaps or weaknesses we uncover in our comprehensive review and analysis.

Investment Policy Implementation

Once the plan is clearly understood and endorsed by the client we help put your plan into action and remain by your side, adjusting the strategy as your life evolves and markets shift.

Regularly Review, Monitor and Revise

We consistently monitor progress to enhance the pursuit of their investment and planning goals. Regular meetings with our clients are essential to review any changes and revise their written plan accordingly.

^{Our Team}
Meet Your Team

Michelle Lee Wagner, MBA, CFP®

Maxima Wealth Management

“Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential.” -- JOHN MAXWELL

Michelle Lee Wagner is the Founder of Maxima Wealth Management and has over two decades of experience helping individuals and families pursue their financial goals. As a fiduciary, she is committed to acting in her clients' best interests, with expertise spanning wealth preservation, retirement planning, and advanced estate strategies.

Michelle is also a proud member of the U.S. Air Force Reserves, where she has served since 1987 and holds a senior leadership role. She holds a Bachelor of Science in Economics from Arizona State University’s W. P. Carey School of Business and a Master’s in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ professional.

Operations/Compliance
LPL Financial is an independent broker dealer providing the highest quality of service. Because they are independent, they give their investment representatives the freedom to decide which products are the best fit for the client. More importantly representatives have access to a wide array of respected products and services available in order to pursue their clients’ goals and objectives.

^{Reach Out To Us}
Consult with an Expert

Take the first step toward a clearer financial future by connecting with our team.

Name

Email

Phone

Message
Address
Thank you! Oops!

About Us

Who We AreMission-Driven Wealth Management