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Maridea Wealth Management - Heritage Financial Strategies Team www.HertiageFinancialAZ.com Maridea Wealth Management is a financial- services firm dedicated to serving the needs of individual investors.

www.HertiageFinancialAZ.com Heritage Financial Strategies is a financial- services firm dedicated to serving the needs of individual investors.

Did you know October is Retirement Security Month? Itโ€™s a useful reminder that retirement planning is about more than a ...
10/13/2026

Did you know October is Retirement Security Month? Itโ€™s a useful reminder that retirement planning is about more than a savings balance. Healthcare costs, family responsibilities, debt, and when you plan to stop working can all change what you need.

Inflation is on the rise and so is the cost of retiring. This month, take one practical step: Check your current retirement contributions and consider getting in touch with a financial planner for a "check-up".

The holidays are a time for giving, gathering, and making memories, but they can also bring some extra expenses.If you h...
10/06/2026

The holidays are a time for giving, gathering, and making memories, but they can also bring some extra expenses.

If you havenโ€™t started saving yet, thereโ€™s still time to make a plan. Take a look at what you expect to spend on gifts, travel, entertaining, and other holiday expenses. Then set a realistic spending limit and start putting money aside now.

A little planning today can help you enjoy the season with less financial stress and more confidence!

09/30/2026

Real Stories. Real Relationships. ๐Ÿค

The Heritage Team at Maridea Wealth believes financial planning starts with getting to know the people behind the numbers.

Weโ€™re grateful for the trust our clients place in us and love hearing how our partnership has made a difference in their lives!

Take a few minutes to hear these clients' story and experience with our team.

Shout out appreciation post for Shawna Larsh, our Director of Operations! It's her birthday today ๐Ÿ’We couldn't do what w...
09/11/2026

Shout out appreciation post for Shawna Larsh, our Director of Operations! It's her birthday today ๐Ÿ’

We couldn't do what we do without her. Thank you so much, Shawna!

More congrats are in order! Maridea has been named to the top 50 fastest-growing RIAs by Financial Advisor Magazine. ๐Ÿ‘๐˜™๐˜ฆ...
08/25/2026

More congrats are in order! Maridea has been named to the top 50 fastest-growing RIAs by Financial Advisor Magazine. ๐Ÿ‘

๐˜™๐˜ฆ๐˜ค๐˜ฐ๐˜จ๐˜ฏ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ด ๐˜ฃ๐˜ข๐˜ด๐˜ฆ๐˜ฅ ๐˜ฐ๐˜ฏ ๐˜ต๐˜ฉ๐˜ช๐˜ณ๐˜ฅ-๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜บ ๐˜ค๐˜ณ๐˜ช๐˜ต๐˜ฆ๐˜ณ๐˜ช๐˜ข ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ช๐˜ฏ๐˜ฅ๐˜ช๐˜ค๐˜ข๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฐ๐˜ง ๐˜ง๐˜ถ๐˜ต๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ฆ๐˜ณ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฐ๐˜ณ ๐˜ค๐˜ญ๐˜ช๐˜ฆ๐˜ฏ๐˜ต ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ. ๐˜š๐˜ฆ๐˜ฆ ๐˜ช๐˜ฎ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต๐˜ข๐˜ฏ๐˜ต ๐˜ฅ๐˜ช๐˜ด๐˜ค๐˜ญ๐˜ฐ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ด ๐˜ข๐˜ต ๐˜ฉ๐˜ต๐˜ต๐˜ฑ๐˜ด://๐˜ญ๐˜ฏ๐˜ฌ๐˜ฅ.๐˜ช๐˜ฏ/๐˜ฅ๐˜ช๐˜ฒ๐˜ซ_๐˜—๐˜‹๐˜—

๐Ÿ’ช Meet Shanna Reed, the driving force behind HFS, a Maridea Company!With a passion for helping individuals and families ...
08/11/2026

๐Ÿ’ช Meet Shanna Reed, the driving force behind HFS, a Maridea Company!

With a passion for helping individuals and families secure their financial futures, Shanna founded Heritage Financial Strategies to provide tailored financial guidance that meets the unique needs of each client.

Her journey began with a desire to make financial literacy accessible to everyone, and that commitment continues to shape the core values of our firm.

Shannaโ€™s vision is to empower individuals to take control of their financial destinies, one step at a time.

Join us in celebrating Shanna, a passionate advocate for financial wellness and for women and families in our community! ๐Ÿ™Œ

Wishing our bright and lovely team member Peg a happy birthday today! Join us in wishing Shanna's mom a wonderful day. ๐ŸŽ‰
08/06/2026

Wishing our bright and lovely team member Peg a happy birthday today! Join us in wishing Shanna's mom a wonderful day. ๐ŸŽ‰

Congratulations to our team at Maridea Wealth Management for taking home the InvestmentNews award for RIA Team of the Ye...
07/28/2026

Congratulations to our team at Maridea Wealth Management for taking home the InvestmentNews award for RIA Team of the Year (10+ Advisors)! โœจ

We're proud to share in this milestone moment for Mier Wang and the whole team. Way to go! ๐Ÿ†

It's a big day for our little honorary member of the HFS Team! Join us in saying good luck to one of our advisors' daugh...
07/21/2026

It's a big day for our little honorary member of the HFS Team! Join us in saying good luck to one of our advisors' daughters on her first day of Kindergarten today! ๐ŸŽโœ๏ธ

We've known her since she was born 5 years ago! She has often enjoyed making an appearance in our Friday team meetings. We will miss you peeking in to say hi, Vera!

You're going to do GREAT! ๐ŸŽ’๐Ÿซ

๐ŸŽ‰ Happy National Savings Day! We want to celebrate your savings success stories! How have you reached your financial goa...
07/20/2026

๐ŸŽ‰ Happy National Savings Day! We want to celebrate your savings success stories! How have you reached your financial goals through saving? Share your journey with us and inspire others in our community!

Address

323 S Gilbert Road, Ste. 111
Gilbert, AZ
85296

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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