Maia Wealth
1401 17th Street, Denver, CO 80202
About Us
Maia Wealth, located at 1401 17th Street in Denver, Colorado, is a finance and insurance agency dedicated to helping clients create a better financial future. As an independent Registered Investment Advisor (RIA), Maia Wealth offers comprehensive financial planning services with a team of experienced and credentialed professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, money managers, and attorneys.
The team at Maia Wealth focuses on investment management, addressing all aspects of a client's financial plan, from estate planning and tax strategy to retirement and charitable planning. They are committed to providing unbiased and conflict-free investment advice as independent fiduciaries.
In addition to investment management, Maia Wealth offers insurance services, including life, disability, long-term care, accident, and health insurance. The institution also specializes in estate planning and asset protection, working closely with law firm partners to provide legal advice and draft trusts and legal documents.
With a coordinated approach involving wealth managers, CPA partner firms, and attorneys, Maia Wealth helps clients with tax-sensitive management of taxable accounts, estate tax planning, income tax reduction, and consulting on various financial matters such as stock options and real estate investments.
At Maia Wealth, the focus is on taking action to help clients execute on recommendations and achieve their financial goals. For more information or to schedule a consultation, contact Maia Wealth at (720) 644-8803 or [email protected].
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Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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Reviews
"We had an excellent experience with Maia Wealth. Our wealth manager was Darcy, she was knowledgeable and answered all our questions."
"Maia Wealth provides a phenomenal service — Justin has answered all of my questions and has given me a comprehensive financial plan that makes all things money feel so much less intimating. Everyone at the company is so welcoming and kind. 5/5 recommend Maia Wealth!"
"I had been thinking about if I would be able to retire, but had so many questions. Would I be able to afford it? Medicare and what supplement insurance would be best for me, estate planning? I decided to start with finding a financial planner. I talked to a many, but it wasn't until I found Darcy Borella at Maia Wealth, that I felt completely comfortable, felt like there was someone honestly interested in my well being. And she obviously loves her job, goes above and beyond. She doesn't forget you. She researched and found reliable people to answer all my questions. I can take a deep breath and feel like I am being taken care of. Oh, yeah, I can retire!!"
"I've been with Maia for years. Incredibly knowledgeable and even more patient with my many questions. Obvious attention to detail with big and small clients. Have suggested them to friends and family with positive results. Wouldn't trust anyone else to help plan my financial future."
"As a longtime client of Maia Wealth, I have nothing but great things to say about this team and this company. Their service, attention to detail, and genuine care have made my experience with them exemplary. Planning for the future is not easy, but they make it as painless, effective, and efficient as possible. Highly recommend."
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