Maridea Wealth Management, LLC ("MWM"), is an SEC-registered investment adviser and a wholly owned subsidiary and affiliate of Maridea Holdings LLC. MWM also does business as Heritage Financial Strategies ("Heritage"). SEC registration does not imply any specific level of skill or training.
View Our Form CRS (PDF) | Full Disclosures Page
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies does not represent the completeness or accuracy of information provided at these sites.
Phone: (480) 397-1184
© Heritage Financial Strategies 2026 | All rights reserved
![heritage-logo.png]](https://www.heritagefinancialaz.com/hs-fs/hubfs/01%20Assets%20Heritage%20Financial%20Strategy%20-%202022/heritage-logo.png?height=40&name=heritage-logo.png){kind=logo}