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Maynard & Associates Wealth Management

Maynard & Associates Wealth Management

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Striving for Success by

Working together to invest for today…and tomorrow

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Striving for Success by

Working together to make the most of your 401(k)

The 401(k) Optimizer® helps you customize your 401(k), 403(b), or 457 by recommending what to buy, when to buy and when to sell.

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Striving for Success by

Working together to leave a legacy

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Open an investment account with as little as $500.

Start building your portfolio today

In only a few minutes, you’ll be invested in a diversified portofolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless.

Get Started Today

 

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Process

Our Educational and Collaborative Process

The initial complimentary meeting is really a conversation about you.  We learn what has worked in the past, what hasn’t and, most importantly, what you are trying to accomplish.  Our team develops a plan and explores possible strategies with you.  After discussing the pros and cons of different strategies, together we agree on a plan of action.  Once implemented, we work with you on an on-going basis to track, monitor and make adjustments as the markets and your needs change.

 

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Contact info

  •   336.830.8445
  •   david@maynardwealth.com
Address:
500 West 5th Street
Suite 800
Winston-Salem, NC 27101

Securities offered through Securities Service Network, LLC, member FINRA/SIPC. Fee based advisory services offered through SSNAI, a registered investment advisor.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in the following states: FL, IL, MN, and NC.

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