Welcome to

Maddahi

Wealth

Where we will help you to experience true financial freedom through customized Wealth Management.

Let us help you meet your goals.

Maddahi Wealth is a boutique investment management firm empowering clients with simple, straight-forward and disciplined investment strategies. The SEC-registered advisory recommends investments that best serve clients.

Our vision is to create a world where investing feels easy and exciting, rather than daunting or scary.

We help our clients find financial clarity in a world full of noise. We declutter your financial life and give you a simple investing experience that serves your goals and your risk tolerance. Our process encourages you to check your emotions at the door, trust your investments, and stay disciplined with a long-term investment strategy.

Our Values

We believe

Basic is better.

Many successful investment strategies are the simplest.

In balancing dreams with realistic expectations.

We squash money anxiety with a confidence grounded in knowledge and experience. We intimately understand risk and bridge the gap between your financial goals and financial reality.

Your money should work for you, even while you sleep.

If you invest with trust and patience, you’ll reap the benefits of long-term growth and/or passive income and build the foundation for your successful financial future.

We value

A disciplined investment approach.

With over 15 years of experience, we know from experience that the most successful investors entrust a calm, patient and non-emotional manager to steer through the storms.

Your trust.

We treat your money as our own and invest right alongside you. Our client relationships thrive because they are grounded in transparency and honesty. We know we can only do our jobs well, if you trust us to.

A growth mindset.

Our lived values, investment philosophies and simple strategies empower you to have a healthy and balanced relationship with your money.

We exist to

Promote financial literacy and simplify money management.

We don’t buy the narrative of wealth advisors being gatekeepers to successful investing. We know our worth and value, even if we give you the keys. We’re not holding back what we know.

To create a sense of sanity, confidence and peace.

We create clarity through accessible content, share our knowledge with full transparency, and keep it simple so that you can rest easy knowing your financial future is secure.

Grow Your Money.

We will find investments that are appropriate for you, your career and your lifestyle, and grow your money for years to come.

Wealth Management Process / Expectations

In order to achieve our best results that are appropriate for each client, we take our clients through our thorough wealth management process.

Getting To Know You

During this initial meeting, we take the time to understand you, your family, and your business. We’ll delve into your current financial landscape, including investments, savings, and retirement plans. Most importantly, we’ll explore your aspirations, both personal and professional, to tailor our approach accordingly. This session typically lasts for an hour and can be conducted via phone, Zoom, or in person.

Wealth Management Presentation

Our dedicated team will present comprehensive plans designed to align with your unique goals and dreams. We’ll outline strategies for saving and investing to help you achieve your financial dreams. This session, lasting around an hour, offers flexibility for either remote or in-person participation.

Account Setup, Funding, and Investment

Next, we’ll guide you through the process of opening appropriate accounts, transferring funds, and initiating investments based on our agreed-upon strategies tailored to your objectives. At this point, we will also set you up with online access to view and monitor your accounts through our trusted custodian, Charles Schwab.

Ongoing Support and Review

We schedule regular account reviews every six months to stay abreast of any changes in your life, work or goals and will update you on the most recent economic landscape. With vigilant monitoring of market dynamics, we’ll keep you informed about how they may impact your goals, providing ongoing support to safeguard your financial future.

Why Maddahi Wealth?

Learn

Invest

Grow

As an RIA, our fiduciary responsibility is to our clients, not our bank.

We proudly use Charles Schwab as our custodian

Minimum investment of $500,000

A Note from Roxana

I was 23 and working my first Wall Street job at Lehman Brothers, when the 2008 market crash and subsequent collapse of Lehman Brothers completely transformed my career trajectory and shaped the values and frameworks informing every investment I make to this day.

I had a front row seat to the collateral damage, witnessing people lose their jobs and retirement savings. I saw the stock market lose 40% of its value and come back in just one year. I watched as the investors who had patience, guided by non-emotional advisors, held out and made back all of their money.

That’s why I became an advisor.

I realized we all need financial help and guidance. I’m here to dissuade people from putting all their money in one stock or making other risky decisions. I’m here to explain the finance world in plain English – so that an entire generation, my generation, feels confident saving and investing to optimize their wealth.

I can’t wait to help you bridge the gap between your financial reality and your financial dreams.