Maxwell Wealth Strategies Inc.

Maxwell Wealth Strategies Inc. is a financial advisory firm specializing in wealth management, providing tailored financial solutions to individuals and businesses in the US market. Founded in 2015, Maxwell Wealth Strategies Inc. operates as a financial advisory firm offering a range of wealth management services.

Located in Pleasanton, California, the company has engaged in a single significant deal. The firm was established by a group of finance professionals seeking to provide customized financial strategies. The most recent deal occurred on January 17, 2025. Maxwell Wealth Strategies Inc.

offers a comprehensive suite of financial services designed for individuals and corporations. Their core services include wealth management, investment banking, and financial planning, addressing various client needs such as retirement planning and investment strategies. The firm serves a diverse clientele, including high-net-worth individuals and small to medium-sized businesses, with offerings available across the United States. Maxwell Wealth Strategies Inc.

generates revenue through advisory fees from client consultations, commissions on trades, and management fees based on assets under management. Typical engagements may involve management fees calculated as a percentage of assets managed, alongside advisory fees from investment banking services related to mergers and acquisitions. Key revenue sources include proprietary investment solutions tailored to meet clients' financial needs. In January 2025, Maxwell Wealth Strategies Inc.

was acquired by Creative Planning, LLC, a portfolio company of General Atlantic and TPG. This acquisition aims to enhance Creative Planning's financial advisory services while expanding its presence in California. The integration is expected to facilitate the development of new financial products and services, with future efforts targeted at expanding into additional markets within the United States by late 2025.