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
We value
We exist to
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.
Why Maddahi Wealth?
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.
Roxana
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