Heritage Financial Strategies is now Maridea Wealth Management
The same advisors, the same Gilbert, Arizona office, the same fiduciary standard, now with a national team of tax, estate, and investment specialists behind every plan. Here’s what changed, and what it means for you.
is now Maridea Wealth Management
The same team you’d sit down with in Gilbert, Arizona, in the same office, at the same phone number.
Dedicated tax, estate, and investment research specialists working alongside your advisor.
Advice given in your interest, and only yours. That standard didn’t move.
Why Heritage Financial Strategies joined Maridea Wealth Management
Heritage Financial Strategies is now Maridea Wealth Management. The Gilbert, Arizona practice joined Maridea to add dedicated tax, estate, and investment research specialists to the planning work already underway. The advisors, the office, the phone number, and the fiduciary standard did not change.
We spent years building plans meant to outlast markets, cycles, and headlines. The families and business owners we work with kept bringing us harder problems: concentrated stock, business exits, multi-state tax, legacy structures. And we wanted more firepower behind the answers.
Joining Maridea Wealth Management gives us that: dedicated tax, estate, and investment research teams, a broader planning platform, and the operational depth a growing practice needs. What it doesn’t change is who you work with or how we work. The same advisors in the room, the same standard of care.
If you’re considering working with us, this is simply the same team with more behind it.
“We built a practice our clients could count on. Joining Maridea means the advice gets deeper while the relationship stays exactly where it is, with us, here, for the long run.”
Shanna Reed, Founder of Heritage Financial Strategies, Gilbert
What changed, and what stayed the same
The honest side-by-side.
| Before | Now |
|---|---|
| Heritage Financial Strategies affiliated with a Broker-Dealer | Maridea Wealth Management |
| Planning and investment work handled in-house | Backed by Maridea’s tax, estate, and research specialists |
| Your advisors, office, and phone number | Unchanged |
| Client accounts, custodian, and statements | Unchanged, with new branding on some documents |
Common questions about the transition
What happened to Heritage Financial Strategies?
Heritage Financial Strategies joined Maridea Wealth Management and now operates under the Maridea name. The same Gilbert, Arizona team serves clients from the same office, at the same phone number.
Did the Heritage team change?
No. Shanna Reed and the Gilbert, Arizona team continue to serve clients as part of Maridea Wealth Management.
Who is Maridea Wealth Management?
Maridea Wealth Management LLC is an SEC-registered investment adviser headquartered in Brooklyn, New York, serving clients nationwide, with a planning team in Gilbert, Arizona. Its founder and CEO is Mier Wang. SEC registration does not imply any specific level of skill or training.
Did Heritage Financial Strategies change its name?
Yes. Heritage Financial Strategies is now Maridea Wealth Management. The Gilbert, Arizona practice joined Maridea Wealth Management to add dedicated tax, estate, and investment research specialists. The advisors, the office, the phone number, and the fiduciary standard did not change.
If I become a client, who actually manages my plan?
A Maridea Wealth Management advisor, here in Gilbert, Arizona. They lead the relationship and remain your first call. Our specialists join in where the work calls for them: tax strategy, estate structure, and portfolio research, so you get depth without being handed off.
Is Maridea a fiduciary?
Yes. Investment advisory services are offered through Maridea Wealth Management LLC, an SEC-registered investment adviser, which is held to a fiduciary standard, obligated to act in your best interest, not a product’s. SEC registration does not imply any specific level of skill or training.
Did fees change for existing clients?
No. Advisory fees and schedules stayed as they were. Any future change would come from your advisor directly and in writing, well ahead of time, never as a surprise on a statement.
Where are client assets held?
With an independent third-party custodian, in accounts held in the client’s own name. Nothing was transferred, liquidated, or repositioned because of the transition. We never take custody of your money.
Am I too small, or too complicated, to work with you?
Start with a Connection Meeting and we’ll tell you honestly. It’s a conversation, not a pitch: where you are, what you’re planning for, and whether we’re the right fit. If we aren’t, we’ll say so.
How the advisor relationship works
One advisor who knows you. A full bench behind them.
No client gets passed around. You work with an advisor who knows your family, your business, and your plan, and who can pull in a specialist the moment the question gets complicated.
Who you’re working with in Gilbert, Arizona
Founded in Gilbert, Arizona by Shanna Reed, the practice was built advising families, business owners, and retirees on the decisions that compound: retirement income, tax, and legacy. Plans meant to outlast markets, not chase them. That team, and that approach, carried straight over.
Meet the team →
Maridea Wealth Management is a national advisory firm built to give local practices real depth without taking away what makes them local. Planning, tax, estate, and investment specialists work alongside your advisor, not in place of them.
Visit marideawealth.com →Let’s start with a conversation
A Connection Meeting is fifteen minutes with a Maridea Wealth Management advisor in Gilbert, Arizona, on what you’re planning for and whether we’re the right fit. No cost, no obligation, no pitch.
