Our Mission

The Wealth Maximization Group’s mission is to serve as your advocate by researching, developing, and implementing cutting edge strategies and products to maximize your wealth potential. This is accomplished by acting as your Personal Financial Specialist throughout all phases of your life.

Working in this capacity we serve as the Macro-Economic Manager tying together all aspects of your financial decisions to create an integrated and synergistic process in which the sum is greater than the individual parts.

As a result, you will have a better understanding of how money works and hopefully reduce some of your financial stress. You may even end up feeling happier and more confident!

“What would you attempt to do if you knew you could not fail?”Unknown






Check the background of our investment professionals on FINRA’s BrokerCheck.

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA & SIPC. OSJ: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD 20814, ph# 301.907.9030. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Maximization Group is not an affiliate or subsidiary of PAS or Guardian. 2021-117273 Exp 04/23.

The financial representatives of The Wealth Maximization Group are not licensed to sell securities or insurance in all 50 states.  To find out if an agent is licensed in your state, please contact The Wealth Maximization Group at (410)584-1104.

The Information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as the offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

Links to other sites are provided for your convenience in locating related information and services.  Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend , or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Guardian, its subsidiaries, agents or employees do not give tax or legal advice.  You should consult your tax or legal advisor regarding your individual situation. This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

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