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Maslow Wealth Advisors Overview

Type

Multi Family Office

Year Founded

2000

General Information

Maslow Wealth Advisors is a multi-family office headquartered in Austin. Founded in 1987, the firm’s wealth originates from co-founder Richard Bennett’s public accounting and financial planning practice. It provides integrated investment management, tax, estate and retirement planning for business owners, executives and multigenerational families, overseeing more than $2 billion in client assets through a fee-only, fiduciary model.

Contact Information

Website:
https://www.maslow-wealth.com/

Year Founded:
2000

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Austin, TX, United States

Portfolio & Notable Allocations


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