Strengthening Financial Futures Across Arizona and Beyond
Heritage Financial Strategies Partners with Maridea Wealth Management
Heritage Financial Strategies, a financial planning and wealth management firm based in Gilbert, Arizona, is excited to announce a strategic partnership with Maridea Wealth Management, an SEC-registered investment adviser headquartered in Brooklyn, New York. This partnership strengthens both firms’ ability to deliver comprehensive financial planning, investment management, and retirement planning services to clients across Arizona and nationwide.
About Heritage Financial Strategies
Founded by Shanna Reed, AAMS®, CDFA®, Heritage Financial Strategies has been dedicated to serving individuals, families, and small business owners in Arizona for over 20 years. Our services include:
- Personalized Financial Planning
- Retirement Planning and Income Strategies
- Insurance and Risk Management
- Divorce Financial Analysis (CDFA® designation)
- Investment Management and Tax-Aware Strategies
Mission: Our mission is to help clients gain clarity, confidence, and peace of mind in their financial lives.
About Maridea Wealth Management
Maridea Wealth Management, part of Maridea Global Capital Management, is based in Brooklyn, NY. The firm offers a full spectrum of fiduciary wealth management services, including:
- Advanced Investment Management
- Estate and Legacy Planning
- Tax-Efficient Investing Strategies
- Multi-Generational Wealth Planning
- Risk and Insurance Management
Led by Mier Wang, Founder & Managing Partner, Maridea has established a reputation for sophisticated planning and client-first financial advice, serving professionals, entrepreneurs, and families with complex wealth needs.
Key Leaders in the Partnership
Shanna Reed, AAMS®, CDFA®
Founder of Heritage Financial Strategies; Senior Investment Advisor with Maridea Wealth Management. Shanna holds FINRA Series 7 & 66 licenses and specializes in financial planning, retirement readiness, and divorce financial analysis.
Mier Wang
Founder & Managing Partner of Maridea Wealth Management, with extensive experience in hedge funds, portfolio management, and global investment strategies.
Together, they bring decades of combined expertise to help clients achieve long-term financial success.
Benefits for Heritage Clients
- Broader investment options and institutional-level portfolio strategies
- Comprehensive estate, tax, and retirement planning resources
- A larger advisory team with diverse specialties and advanced credentials
- Access to enhanced technology platforms for portfolio tracking and reporting
- The strength of a national network, while maintaining personalized, local service
Benefits for the Heritage Financial Strategies Team
- Collaboration with Maridea’s seasoned advisors and portfolio managers
- Professional development and growth opportunities
- Access to stronger infrastructure, compliance, and investment research
- Greater scalability and stability to better serve clients in a changing landscape
What This Means Moving Forward
For Heritage Financial Strategies’ clients in Arizona and beyond, this partnership means more resources, more expertise, and more opportunities to reach financial goals. The Heritage team will continue to provide the same high-touch service, now backed by Maridea’s national presence and robust wealth management platform.
Heritage Financial Strategies and Maridea Wealth Management remain committed to a fiduciary, client-first approach, ensuring every financial plan and investment strategy is tailored to the unique needs of each individual and family.
