Maheras Wealth Management

★★★★★5.0 (1) Financial Services San Mateo

Business details

Category
Financial Services · Financial planner
Address
155 Bovet Rd, San Mateo, CA 94402
Phone
(650) 525-0600
Website
maheraswealthmanagement.com
County
San Mateo County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

About

Based in San Mateo, Maheras Wealth Management offers financial planning services for individuals and families across San Mateo County and the Peninsula. We help clients take a thoughtful, long-term view of their money, with planning built around what matters most to their households.

Our approach is personal: we take the time to understand each family's goals and priorities before recommending a path forward. Clients value working with a money manager who genuinely cares about their families' futures, and we bring that same care to every relationship.

Whether you are planning for retirement, managing your savings, or looking for guidance on your broader financial picture, we are glad to talk.

Visit our website to learn more about how we can help you.