Maia Wealth
Darcy Gonsalves, CFP®, CDFA®, currently serves as the Vice President of Wealth Management at Maia Wealth, having transitioned from a previous role as a Wealth Management Advisor at the same firm. With a strong foundation in financial planning rooted in an independent fiduciary approach, Darcy has cultivated extensive expertise in wealth management. Prior to joining Maia Wealth, experience includes positions at Trilogy Financial, overseeing wealth advising, and various leadership roles in clinical operations and rehabilitation management. Academic qualifications include a Graduate Certificate in Financial Planning from Boston University, a Master of Science in Speech-Language Pathology from the University of North Texas, and a Bachelor of Science in Communication Sciences and Disorders from The University of Texas at Austin.
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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