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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:
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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