Maher Wealth Management

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Phoenix, AZ
Maher Wealth Management

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Our goal is to provide financial advice to meet the needs and values of our clients and their families. Member SIPC sipc.org.

Discover the values of your values

The financial advisors at Maher Wealth Management believe that the only way to help our clients is to make sure that the values held dear to them are passed down through the generations, not just the value of the accounts. Only then do we develop a wealth management plan tailored to you. Our goal is to educate and tailor the unique needs and values of our clients and their families. Securities and advisory services offered through LPL Financial, a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/19/2026

Building a legacy begins long before wealth is transferred. It starts with intentional planning, thoughtful decisions, and a commitment to the future you want to create for your family.

Every financial choice you make today has the potential to shape opportunities for the next generation. The question is: are your actions aligned with the legacy you hope to leave behind?

A well-crafted financial strategy can help connect today's goals with tomorrow's impact.

🔗 Contact us to learn more:https://www.maherwm.com/contact-us

10/15/2026

Estate planning isn't something you want to leave to chance.

A well-crafted estate plan can help ensure your assets are distributed according to your wishes while potentially minimizing unnecessary costs, taxes, and complications for your loved ones.

Whether you're reviewing an existing plan or creating one for the first time, understanding the key components of an estate plan is an important step toward protecting your legacy.

📖 Read our latest blog to learn more about the building blocks of a comprehensive estate plan.

🔗 Read the blog: https://www.maherwm.com/blog/dont-leave-your-estate-planning-up-to-chance

10/12/2026

Legacy isn't measured solely by the wealth you pass down. It's also reflected in the values, lessons, and opportunities you create for those who come after you.

Building generational wealth means taking a long-term view, helping future generations understand not just what they've inherited, but why it matters.

The decisions you make today may shape your family's future for years to come.

🔗 Contact us to start a conversation about your legacy goals: https://www.maherwm.com/contact-us

10/08/2026

Building wealth is only part of the equation. Preserving it for future generations requires thoughtful planning and preparation.

A comprehensive estate plan can help ensure your wishes are carried out while providing guidance for your loved ones. Documents such as wills, trusts, powers of attorney, beneficiary designations, and healthcare directives each play an important role in protecting what you've worked hard to build.

Taking the time to put these strategies in place today may help create greater confidence for tomorrow.

📖 Read our latest blog to learn more about wealth preservation strategies for affluent families.

🔗 Read the blog: www.maherwm.com/blog/wealth-preservation-beyond-the-basics-for-wealthy-families

10/07/2026

Financial legacies are about more than assets. They're about the principles, values, and wisdom we share with future generations.

By teaching children and grandchildren about stewardship, responsibility, and long-term planning, families can create a legacy that extends far beyond dollars and cents.

🏛️ What values do you hope to pass on to the next generation?

If preserving your family's legacy is important to you, we're here to help.

🔗 Contact us: https://www.maherwm.com/contact-us

10/05/2026

10/02/2026

📚 October is National Book Month!

We're celebrating the completion of another Maher Wealth book club, where clients spent the quarter reading The Whistler by Ann Patchett and coming together for engaging conversation and connection.

Hosted by Thom Maher at his home, our book club is one of the many ways we build relationships with clients beyond financial planning. It's an opportunity to share ideas, learn from one another, and enjoy meaningful discussions in a relaxed setting.

A big thank you to everyone who participated this quarter. We look forward to our next book and another great season of conversation!

🔗 Want to learn more about Maher Wealth? Contact us: https://www.maherwm.com/contact-us

📚

10/01/2026

Building wealth for future generations takes more than a well-crafted estate plan. It also takes communication.

Many families avoid conversations about inheritance because the topic can feel uncomfortable. However, discussing your intentions, values, and long-term vision may help prepare your loved ones to responsibly manage the wealth you've worked hard to create.

A meaningful legacy isn't just about what you leave behind. It's also about the knowledge and guidance you pass along. 📖

Read our latest blog to learn why inheritance conversations matter and how they may help preserve generational wealth for years to come.

🔗 Read the blog: www.maherwm.com/blog/the-cost-of-silence-how-avoiding-inheritance-discussions-can-destroy-gener

09/28/2026

🌟 "The best preparation for tomorrow is doing your best today." — H. Jackson Brown, Jr.

When it comes to protecting your financial future, the small decisions you make today can have a lasting impact tomorrow.
Insurance planning is about being proactive, not reactive. Taking the time to review your coverage and prepare for life's uncertainties can help provide protection for your family, your goals, and your future.

Ready to take the next step? Visit our Contact Us page to connect with our team: https://www.maherwm.com/contact-us

09/24/2026

🏡 Long-term care is a topic many families hope they'll never have to face—but planning ahead can make a significant difference.
As the cost of assisted living, in-home care, and nursing facilities continues to rise, it's important to consider how potential long-term care expenses could impact your financial future. A proactive plan may help you better prepare for these costs while helping protect your savings and retirement goals.
Our latest blog explores the growing cost of long-term care and how financial planning can help you prepare.
🔗 Read the blog: https://www.maherwm.com/blog/how-financial-planning-can-help-prepare-for-ltc-costs

Address

2111 E Highland Avenue, Suite B420
Phoenix, AZ
85016

Telephone

+14807166100

Website

http://www.maherwm.com/, https://www.linkedin.com/company/maher-wealth-management/

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