Wealth
Management
Private
Client Services
Retirement Plans
Managed Account Solutions
A full suite of solutions provided by Maxim Group’s sister firm, Maxim Financial Advisors, to provide clients with access to separately managed accounts, mutual fund and exchange-traded fund wrap accounts, and advisor-directed accounts
Cash Management
Education Planning
Full range of funding options including 529 College Savings Plans, UGMA/UTMA accounts and trusts
Executive and
Corporate Services
Maxim Group’s Executive and Corporate Services Department specializes in assisting corporations and their executives with comprehensive equity plan administration, participant support and education. We work with both public and private companies across the globe, delivering comprehensive solutions through our stock plan administration partners. These services include expense management, cap table management and the ability to support all equity award types.
Maxim provides stock plan administration services, coupled with our expert execution capabilities to thousands of plan participants around the globe. These execution capabilities include, 10b5-1 trading plans, cashless exercise transactions, rule 144 and 145 transactions, block trade executions and executive services transactions. Please contact our Executive & Corporate Services department directly to learn more at (888)-277-0004 or e-mail [email protected]
Wealth
Management Team
Estate Planning/
Insurance
You work hard to accumulate your wealth and you should have the tools to preserve it for your future. That’s why at Maxim Group, we focus on helping each client systematically prepare for its disposition.
Estate taxes are the highest taxes many individuals will face. Yet, how our clients’ assets are owned, managed and preserved during their lifetimes – and how they’d prefer to have them disposed upon death – are matters that require experience, forward thinking and creative considerations.
Our Wealth Management team works with several financial, estate and life insurance planning specialists who are dedicated to providing a level of advanced planning, which enables each client to leave behind a legacy that will exist well beyond their years.
