Welcome to
Maddahi Wealth

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

Join our newsletter
Apply to Work With Us

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.

Read More

We don’t just manage money — we build clarity, confidence, and calm.

At Maddahi Wealth, we’re a boutique investment management firm helping high-performing individuals turn complexity into simplicity — and windfalls into long-term wealth. We offer disciplined, straightforward investment strategies rooted in your real life, not just market noise. As an SEC-registered advisor, we recommend what serves you — not what sells. Our mission?
To make investing feel clear, empowering, and even exciting — no jargon, no overwhelm.
We help you:
  • Build a portfolio aligned with your goals and values
  • Grow your assets in a way that is appropriate for you
  • Stay disciplined, even when the markets (and media) aren't
  • Declutter your financial life
This is wealth management with a calm, steady hand — so you can focus on building your life, not watching the markets.
Read More

Our Values

We believe

Basic Is Better.

The most successful investment strategies aren’t complicated — they’re consistent. We believe in the power of simplicity and the discipline to stay the course.

Confidence Beats Anxiety — Every Time.

Money shouldn’t keep you up at night. We help bridge the gap between your big dreams and your financial reality with clear plans, grounded expectations, and expert guidance. When you understand risk, you can face it with confidence.

Your Money Should Work While You Sleep.

With trust and patience, disciplined investing becomes a powerful engine for growth. We help you build a portfolio that compounds over time — so you’re making progress, even while you rest. At Maddahi Wealth, we bring structure, clarity, and peace of mind to your financial life. You don’t need to know everything about investing — you just need the right team.

We value

A Disciplined Investment Approach.

With over 15 years of experience, we know that staying calm, patient, and unemotional is the key to long-term success. The most successful investors aren’t reactive — they stay the course and trust the process.

Your Trust.

We treat your money with the same care we give our own. We invest right alongside you and believe in full transparency and honest communication. Trust is the foundation of every client relationship we build.

A Growth Mindset.

We don’t just grow wealth — we grow confidence. Our values, philosophies, and investment strategies are designed to help you build a healthy, balanced relationship with your money, no matter where you’re starting from. At Maddahi Wealth, we bring structure, clarity, and peace of mind to your financial life. You don’t need to know everything about investing — you just need the right team.

We exist to

Promote Financial Literacy and Simplify Money Management.

We’re not here to gatekeep knowledge. We believe in open conversations, straightforward strategies, and empowering our clients with the tools they need to make informed decisions. When you understand your money, you’re in control.

Create Sanity, Confidence, and Peace.

Financial peace of mind comes from clarity. We offer transparent guidance, accessible education, and clean, clutter-free strategy—so you can stop second-guessing and start moving forward with confidence.

Grow Your Money.

You’ve worked hard to earn it — now it’s time to let it grow. We find investment opportunities aligned with your life, your work, and your future. And we manage your portfolio with care, strategy, and long-term vision. At Maddahi Wealth, we bring structure, clarity, and peace of mind to your financial life. You don’t need to know everything about investing — you just need the right team.

Our Wealth Management Process

We believe exceptional results come from a clear, thoughtful process. That’s why every client we work with goes through our comprehensive, collaborative wealth management experience:

Wealth Design Session

In this first meeting, we get to the heart of who you are — your family, your business, your lifestyle, and your vision for the future. We’ll review your current financial picture, including your investments, savings, income, and retirement plans. Most importantly, we’ll learn what matters most to you. This session lasts about an hour and can be held in person, over the phone, or via Zoom.

Wealth Management Presentation

Next, we present a custom strategy aligned with your values, goals, and dreams. We’ll walk you through investment recommendations, planning strategies, and the framework for building a long-term wealth plan that evolves with your life. This 60-minute session is flexible — attend in person or remotely.

Account Setup, Funding & Investment

Once aligned, we help you open the appropriate accounts, fund them securely, and begin investing based on our shared plan. You’ll also get set up with online access to your accounts through Charles Schwab, our trusted custodian, so you can monitor your progress anytime.

Ongoing Support and Review

We don’t disappear after the plan is in motion. Every six months, we check in with you to review your accounts, update your strategy based on any life changes, and share insights on market trends and economic shifts. We’re always available between reviews for questions, clarity, or guidance. This process is designed to bring calm, structure, and lasting momentum to your financial journey.

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 the collapse of Lehman itself — completely transformed my career and shaped the values I bring to every investment decision I make today.
I had a front-row seat to the ripple effects. People lost their jobs, their retirement savings, their sense of security. I watched the stock market drop 40% — and then rebound within a year. The investors who held steady, guided by calm, clear-eyed advisors, made it all back. That stuck with me. That’s why I became a financial advisor.
Because the truth is, we all need help navigating money. I’m here to talk you out of betting it all on one stock. To explain complex ideas in plain English. To show you how to protect what you’ve earned and grow it with purpose.
I want our generation to feel confident investing — not just to make money, but to build freedom, options, and peace of mind.
I can’t wait to help you bridge the gap between your financial reality and your financial dreams.

— Roxana

CEO @ Maddahi Wealth

Social

Client Login
Join our newsletter