Helping you grow more than wealth
Maxwell serves a select group of multigenerational families and closely held businesses with unwavering loyalty as they navigate the complex financial universe. His approach starts with careful listening, always includes outside-the-box thinking and new ideas, and ultimately delivers truthful, clear guidance. He serves as his clients’ trusted sounding board, from the family dining room to the boardroom.
He focuses on advising multigenerational families, closely held businesses and aspiring high-net-worth professionals, with a particular focus on complex assets and special situations including options trading, alternative investments, concentrated positions, nuanced family dynamics, comprehensive financial education and business sales or transfers. Maxwell takes a holistic approach—beginning with wealth management planning, allocating assets deliberately, continuously generating new ideas and thought leadership, and integrating estate planning services at every turn.
He ultimately delivers plain-English insights that are actionable, starting every conversation with five critical points:
- Start position
- Current position
- Cost of returns
- Tax and estate implications
- Forward strategy
Clients receive white-glove service whether facing the largest financial decision of their lives or simply resetting a password. They benefit from his creative thinking and obsession with execution, plus access to his personal network of supporting professionals, including CPAs, attorneys, consultants and travel advisors. Maxwell operates as the hub, sitting with clients to architect the spokes of professional relationships that make the wheel of their financial lives turn smoothly, yielding accomplishment of long-term goals and near-to-medium-term objectives.
Maxwell grew up working on cattle ranches and hunting camps in South Texas, so family values and hard work have been instilled in everything he does. Maxwell believes real relationships are strengthened through honesty and relentless effort. He builds deep connections with each family member, meeting them where they are and helping them pilot their financial life with confidence and integrity. Drawing on his experience of scaling businesses in tech and wealth management, he navigates closely held business growth while equally valuing the impact on clients’ personal financial lives.
