Take control of your financial future.


Independent actionable advice for today,
Because your future is our future®

Private Wealth

Think of us as your Financial Bodyguards.

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Asset Management

Portfolio management so you can focus on your goals.

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Estate Planning

A well-thought-out plan pays dividends. We can help!

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College Planning

We will find the right approach for your unique situation.

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Risk Management

Our team has seen it all so you won't have to.

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Workplace Benefits

A benefits package may be simpler than you expect.

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No phone trees.  No sales quotas.

No product promotions.

Just real people offering real solutions.

Get To Know Us

How the MapleCross team combines Experience and Service to work for you:

Discover

We prefer relationships over transactions. Knowing you well allows us to do our best work. 

Analyze

We work with you to understand your current situation and where we can best assist.

Implement

We will help create a tax‑efficient plan to employ practical, targeted solutions.

Manage

We manage your assets, monitor your progress, and revise when needed.

Ready to get started?

Contact Us Today

MapleCross currently provides wealth management and retirement planning solutions to individuals, families, and companies across the United States.

If you believe you, too, could benefit from working with a fiduciary financial professional, take the first steps with a no-obligation conversation.

Office hours:

Monday - Thursday:  8 a.m. to 5 p.m.

Friday:  8 a.m. to 3 p.m.

Closed on weekends and Market Holidays
(see the list of holidays here)