Independent by Design.
Focused on Your Future.
At Maverick Partners Wealth Management, we help highly successful individuals and families build and conserve wealth with fiduciary care.
WATCH OUR VIDEO
Success on Your Own Terms
Our clients share one quality: independence. You want advisors who think about what’s best for you and do it—delivering transparent, personalized strategies for significant wealth.
Business Owners and Executives
Entrepreneurs and executives thrive on leadership and vision.
We help you preserve what you’ve built, manage risk, and create a strategy that aligns your business success with your personal financial goals.
Professional Athletes
Athletes face complex contracts, career horizons, and high financial stakes.
We provide tailored guidance, from first signing bonuses to post-career transitions, so you can turn short-term opportunity into lasting wealth.
The Maverick Way
Intentional Independence
We built Maverick Partners to give clients the freedom that traditional firms restrict.
Our open-architecture platform allows us to select the best suited solutions across the industry, free from frustrating selling agreements or quotas.
Through our Wall Street 2.0® methodology, we integrate investment, planning, and professional collaboration into one cohesive approach.
Our Foundation
Advisors Who
Chose a Better Path
After decades at major Wall Street firms, founders Mark Levin and John Gallagher established Maverick Partners with a single conviction: clients deserve better. They created a boutique firm grounded in fiduciary duty and professional integrity.
Beyond Investment Management
Your Financial Life, Fully In Sync
We manage far more than portfolios. Every client engagement includes detailed financial planning with ongoing eMoney updates, included in our fee. Our conservative, dividend-focused approach supports long-term stability and reliable cash flow.
For our professional athlete clients, that same philosophy powers a specialized approach to short career windows, complex tax situations, and life after the game.
The Maverick Difference
Guided by Experience.
Defined by Integrity.
Decades of Wall Street insight shapes our experience, but integrity defines how we measure success. Maverick Partners operates with complete independence, coordinating every aspect of a client’s financial life with transparency and accountability.
Fiduciary Standard
Every strategy begins with your best interests and ends with working towards your goals realized.
Open Architecture Platform
Access to the industry’s leading investment managers through LPL, the nation’s largest independent broker-dealer. As reported by Financial Planning magazine, 1996-2025, based on total revenue.
Integrated Professional Network
A team of CPAs, estate attorneys, and insurance specialists collaborating seamlessly.
No Corporate Limitations
Advice guided by experience, not by product lists or quotas.
Wall Street 2.0® Approach
Our trademarked process that blends institutional discipline with boutique agility.