Your legacy deserves more than a plan.
It deserves a partner.
At Semmax, your legacy isn’t handed off to a template. It’s guided by a dedicated team that understands your goals, family, and values. With face-to-face advice, personalized planning, and a full range of services, we’re more than advisors — we’re your long-term financial partner.
Traditional wealth management left you behind.
You've worked decades to build your wealth. You deserve a team that treats your legacy with the care and attention it requires, not one-size-fits-all solutions.
Generic advice that ignores your unique situation
Personalized strategies built around your specific goals, family dynamics, and values
Outdated investment models that don't adapt to changing markets
Actively managed portfolios and risk-aware strategies designed to preserve and grow your wealth through every stage of retirement
Missed tax-saving opportunities that quietly erode your legacy
Ongoing tax planning concepts, including IRA exit planning and surviving spouse considerations, aimed at reducing the long-term impact of taxes on your family's assets
Fragmented financial advice that treats income, estate, and healthcare planning as separate issues
A coordinated approach that integrates income generation, healthcare cost mitigation, and legacy protection delivered through one team, one relationship, and one long-term plan
Comprehensive planning, singular focus.
CERTIFIED FINANCIAL PLANNER® PROFESSIONALS
Our advisors include CERTIFIED FINANCIAL PLANNER® professionals, recognized for meeting rigorous education, experience, and ethical standards. You receive guidance rooted in integrity, fiduciary responsibility, and your best interests.
INTEGRATED TAX STRATEGY
We work closely with your CPA to help reduce long-term tax impact. This includes coordinated planning for Roth conversions, charitable giving, and tax-efficient investment decisions.
ESTATE & LEGACY PLANNING
Whether your goals involve family, philanthropy, or succession, we help ensure your assets transfer with clarity and care, using tools like trusts, beneficiary alignment, and coordinated legal strategies.
RISK-FIRST INVESTMENT MANAGEMENT
We protect what you’ve built by leading with preservation. Our investment approach prioritizes stability and downside protection while identifying opportunities for long-term growth.
Built on trust, proven by results.
Your financial clarity begins here.
Schedule a complimentary 30-minute discovery call. We'll discuss your goals, answer your questions, and determine if Semmax is the right fit for your family.
Not ready to talk yet?
Download our Retirement Blueprint guide
Schedule Your Discovery Call
Let's explore how we can help you achieve your retirement goals. Book a complimentary 30-minute consultation at a time that works for you.
No obligation • Free consultation • 30 minutes