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1610 Arden Way, Suite 299, Sacramento, CA 95815

(916) 437-4272
hello@incomemaxfinancial.com
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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Chico, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Meet Our Team

Jennifer Griggs

Jennifer Griggs

Operations and Client Relationship Manager

(916) 437-4269

Kathy Maxey

Operations and Client Relationship Manager

(916) 779-1524

Kayla Estampa

Kayla Estampa

Client Relationship Manager

(916) 437-4272

Louise Udall

Client Relationship Manager

(707) 542-9449

Myles Maxey, CFP®

CERTIFIED FINANCIAL PLANNER™

(916) 396-5012

Nasser Ahmad

Nasser Ahmad CFP®

CERTIFIED FINANCIAL PLANNER™

(408) 464-6427

Richard Maxey

Richard Maxey, CFP®

CERTIFIED FINANCIAL PLANNER™

(916) 709-7798

(877) 862-9391


Warren Buffett

"Rule No. 1 is never lose money. Rule No.2 is never forget Rule No.1"

Abraham Lincoln

"They helped me map out a financial plan that's right for me and my family."

Will Rogers

“Do the best you can, do not take life too serious”

Albert Einstein

“ A ship is always safe at shore but that is not what it is built for”

Jim Rohn

“If you don’t design your own life plan, chances are you’ll fall into someone else’s plan. And guess what they have planned for you? Not Much”

Resource Center

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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