Our Team

Michelle Lee Wagner, MBA, CFP®

Maxima Wealth Management

mwagner@maximawealth.com

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“Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential.”

John Maxwell

Michelle Lee Wagner is the Founder of Maxima Wealth Management. She is an independent financial advisor and financial planner. For over two decades she has devoted her professional career in assisting clients and their families in pursuing their investment and financial goals.

Specialization

Michelle has extensive experience in developing strategies for wealth management and preservation, retirement planning, and advanced estate planning. This experience has placed her in key roles for developing estate plans and financial strategies and conducting educational workshops for the public. Michelle is committed to providing her clients with a professional, long-term relationship to help them confidently make informed decisions.

Clients served

Michelle works with individuals and families helping them create a financial plan for the future. In addition, she has developed a specialty of working with varied clients such as non –traditional families, those retiring from the military, single, married, and divorced women, and clients who want to enjoy their lifestyle in retirement.

Leadership

In addition to serving in the financial services industry, Michelle has been a proud member of the US Air Force Reserves since 1987. Michelle is known as a highly skilled and energetic leader, placing the right leaders in key positions and developing solutions to meet a challenging mission.

Education and credentials

Michelle holds a Bachelor of Science in Economics from Arizona State University’s W. P. Carey School of Business and a Master’s in Business Administration. Additionally, she is a CERTIFIED FINANCIAL PLANNER™ certificant as well as registered and licensed to offer securities and insurance related products.

Personal

Michelle takes time to enjoy some of her favorite things in life. Living in Arizona affords her the ability to enjoy the outdoors, some of the best restaurants in the country and her family and friends.

Operations/Compliance

Crown Capital Securities, LP is an independent broker dealer providing the highest quality of service. Because they are independent, they give their investment representatives the freedom to decide which products are the best fit for the client. More importantly representatives have access to a wide array of the most respected products and services available in order to best meet their clients’ goals and objectives.

Partners

Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional’s mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.

Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Maxima Wealth Management. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.

Address

60 E. Rio Salado Pkwy, Suite 900
Tempe, Arizona 85281

Phone/FAX

480-947-9969
866-223-3261 fax

Disclosure

Securities Offered through Crown Capital Securities, L.P. Member FINRA/SIPC. Registered Investment Advisor
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