What Makes Us Different

  

Professional:  Gordie Maikawa is a Certified Financial Planner Professional, Chartered Life Underwriter and Chartered Financial Consultant with more than 27 years of wealth management experience. Through his association with Assante, Gordie is part of a highly regarded national financial services firm that supports his independent platform while overseeing important compliance and administrative details.  

Personalized:  Maikawa Wealth Group develops a comprehensive financial services plan for each client using our proven six-step Apex Process.  As your needs change over time we work with you to ensure that your plan remains current.

Comprehensive:  Our broad knowledge of all areas of financial planning mean that we are a one stop shop.  We have the training and the knowledge to work cooperatively with other professionals, such as your lawyer or accountant, to ensure that you receive a complete financial and estate plan.

Objective:  First and foremost, we are here to build enduring relationships with our clients. We build these relationships by listening to our clients and providing efficient, timely and economical solutions to their needs.  Recommending unsuitable products, overselling insurance or insisting on certain proprietary products are not practices in which we engage because they do not serve your best interests.  Every move we make is based on earning your trust and respect.