Maia Wealth
Anne Kiser is a skilled financial advisor at Maia Wealth since June 2019, having previously worked as an insurance agent with New York Life Insurance Company from February 2017 to June 2019. Anne's diverse professional experience includes serving as a Community Health and Wellness PR and Marketing Consultant for Centura Health, where impactful health marketing campaigns were developed to enhance brand reputation and improve population health. Anne also coordinated volunteer programs at the International Rescue Committee, managed accounts and executed marketing plans as a Regional Sales Representative for Viña Ventisquero, and supported fundraising efforts at the National Outdoor Leadership School. With a Master's Degree in Community and Behavioral Health from the University of Colorado Denver and a Bachelor's Degree in English Literature from the University of San Francisco, Anne combines educational and practical insights across multiple sectors.
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Maia Wealth
Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. RIA vs. Broker/Dually-Registered Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers. Why Independent Matters You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. As an independent RIA, Maia Wealth: -Is a fiduciary 100% of the time when giving investment advice -Has a fee structure that is simple and transparent -Fees range from 0.20% to 1.20% annually -Does not have proprietary funds Comprehensive Planning Your team through Maia Wealth’s network consists of CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture. Exemplary Service We see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal. -Our team genuinely cares. We take the time to get to know you and your family. -We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question. To learn more about how Maia Wealth can play a vital role in your path to financial security, please contact our office at (720) 644-8803 or info@maiawealth.com