Broker Check

Mission and Vision

As a Wealth Advisor, I seek to empower individuals and families to clearly define their retirement goals and objectives. At Mader Wealth, we guide the proper planning of a client’s retirement and estate plan. We seek to ensure solid investment planning so retirees can enjoy their retirement years and create a legacy for those left behind.

Investment Strategy

At Mader Wealth we provide you with the knowledge and understanding to guide you through the web of investment choices, simplifying a plan designed around your retirement years and beyond. We seek to create income for today, income for tomorrow, and assure that legacy for your loved ones and charities you leave behind.

Service Commitment

We provide services in a competent manner by maintaining regular communication with clients, providing account status, as well as market trends, and any new information that may affect their comprehensive retirement and estate plans. In addition, I will be a team member for clients by working with their CPAs, Estate Planning Attorneys and others to help ensure the client’s retirement plans and estate plans are properly defined and executed.

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