Maridea Wealth Advisors is a best-in-class wealth advisory firm. Maridea’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important.

Our clients include individuals, families & institutions. Our wealth solutions include:
• Wealth planning
• Investment advisory services
• Cash flow and treasury management 
• Multi-generational wealth planning
• Risk Management
• Philanthropy
• Executive compensation planning
• Business succession planning
• Family office services
• Retirement planning


To learn more about us, please visit www.marideawealth.com.


Maridea Wealth Management (“MWM”) is in process of being an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at http://www.marideawealth.com/legal. The information included here may include statements concerning financial market trends and/or individual stocks and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Any posted content is intended strictly for informational/educational purposes. It should not be construed as investment, tax, or legal advice, a solicitation, or a recommendation to buy or sell any security or investment product. Investing involves risk and the potential to lose principal. Please contact your financial, tax, and legal professionals for more information specific to your situation.


Investment Management

Personal Finance

Retirement

Maridea Wealth Management

Sean Sun

This department provides guidance and services related to investment strategies and portfolio management.

Investment Advisory

This department oversees the strategic direction and operational management of the organization.

Executive Leadership

This department focuses on providing comprehensive financial planning and investment management services.

Financial Planning

This department oversees investment strategies and operational functions related to asset management.

Maridea Wealth Management

Org chart

Teams

Investment Advisory

Executive Leadership

Financial Planning

Investment Management

Offices

Maridea Wealth Management

Org chart

Teams

Investment Advisory

Executive Leadership

Financial Planning

Investment Management

Offices

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