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Customized Solutions

For individuals and Business Owners

Helping You Grow Your Wealth

New Business

You have been in business for less than two years. We will provide financial plans that span over multiple years so you can focus on growing your business and not worry about where you are headed. Furthermore, we will do a full review of your company to ensure that it is set up in a tax-efficient manner.

Growing Business

The second stage is growing your business - you have been in business between two and five years. The focus in this stage shifts to tax-effective compensation strategies and rewarding loyal employees. As your company grows, so must your company's plan. Therefore, we review your plan with you to ensure it still lines up with the direction you want your company to head.

Established Business

You have been in business between five and fifteen years – you now have an established business. Your company is generating revenue and you now need to invest that income wisely so your company can continue to grow. At this stage, we look at corporate tax planning and wealth-building strategies.

Mature Business

The final stage of business growth. Your business is self-sufficient and continues to generate excess cash for you and your family. You are thinking about enjoying life more whether that is travelling the world or spending more time at the cottage. We can help you implement succession planning strategies with our team of experts.

Retirement Planning

Retirement is a priority for everyone. We will look at where you are today and where you want to be in the future and decide together when you will be financially ready to retire. We feed this information into our top of the line cash flow planning software so that we can get you to retirement faster.

Tax Optimization

Whether you are an individual or a business owner, we work hard for you to be able to keep more of your hard-earned money. Our team of accounting and legal experts will work with us to create a tax-efficient plan.

About Maximum Wealth Strategies

We provide customized tax-planning strategies that allow individuals and business owners to keep their hard-earned income.

How we help the Business Owner

With over 35 years of experience servicing business clients, we have the expertise and knowledge to help companies thrive. We know we are not experts in all fields of business financial planning, so we pull in experts in from our selected pool of professionals. This unique approach ensures that the financial “big picture” we deliver is tailored to the specific needs of your company.  Since these experts are leaders in the fields of law, accounting, insurance, and tax planning, the plan will be comprehensive and complete. Regardless of which stage your business is in – just starting out or winding down – our team is here to guide you throughout the life cycle of your business.

How we help the individual

No matter what stage you are at in life, we have the resources to help you achieve your financial goals.  Whether you need help with career transitioning, financial planning, retirement planning, tax optimization, life insurance, or estate planning, Maximum Wealth Strategies along with our team of experts are here to help.

About Maximum Wealth Strategies

We provide customized tax-planning strategies that allow individuals and business owners to keep their hard-earned income.

How we help the Business Owner

With over 35 years of experience servicing business clients, we have the expertise and knowledge to help companies thrive. We know we are not experts in all fields of business financial planning, so we pull in experts in from our selected pool of professionals. This unique approach ensures that the financial “big picture” we deliver is tailored to the specific needs of your company.  Since these experts are leaders in the fields of law, banking, accounting, insurance, and tax planning, the plan will be comprehensive and complete. Regardless of which stage your business is in – just starting out or winding down – our team is here to guide you throughout the life cycle of your business.

how we help the individual

No matter what stage you are at in life, we have the resources to help you achieve your financial goals.  Whether you need help with career transitioning, financial planning, retirement planning, tax optimization, life insurance, or estate planning, Maximum Wealth Strategies along with our team of experts are here to help.

Meet Our Team

Joe Piasecki - Founder and Co-Owner of Maximum Wealth Strategies

Joe Piasecki

Founder / Co-owner

Joe Piasecki - Founder and Co-Owner of Maximum Wealth Strategies

Joe Piasecki

Founder / Co-owner

Cole Moore Headshot

Cole Moore

Advisor

Danielle Burnell - Marketing and Client Relations of Maximum Wealth Strategies

Danielle Burnell

Marketing /
Client Relations

What Our Clients Are Saying

What Our Clients Are Saying