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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm

Maridea Wealth Management - Heritage Financial Strategies Team

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Maridea Wealth Management - Heritage Financial Strategies Team

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www.HeritageFinancialAZ.com Maridea Wealth Management is a financial services firm dedicated to serving the needs of individual investors.

www.HertiageFinancialAZ.com Heritage Financial Strategies is a financial- services firm dedicated to serving the needs of individual investors.

11/11/2026

Today, we pause to recognize and honor the veterans who have served our country.

We’re grateful for the dedication, courage, and sacrifices of those who have worn the uniform and for the families who have supported them along the way.

To all veterans in our community and beyond: thank you for your service. 🇺🇸

11/07/2026

This holiday season, think local. 🛍️❤️

Every purchase from a small business helps support a dream, a family, and an entrepreneur in your own community. From your favorite local shop to the small business owner you’ve been meaning to support, your dollars can make a difference.

11/03/2026

At Maridea, we believe financial planning should feel personal, thoughtful, and centered around your goals.

We’re grateful when clients take the time to share their experiences with us. Their stories remind us why we do what we do every day: helping individuals and families navigate their financial lives with greater clarity and confidence.

Take a few minutes to hear what one of our clients has to say about working with our team.

10/28/2026

Trust is at the heart of every client relationship. 🤍 We’re thankful for the opportunity to help our clients plan for what matters most.

Hear one client’s story in her own words.

10/21/2026

There’s nothing we value more than helping our clients feel confident about their financial future. ❤️

Hear directly from one of our clients about their experience working with the Heritage Team at Maridea Wealth Management.

▶️ Watch more financial planning stories like this: https://hubs.li/Q04yH2x00

10/13/2026

Did you know October is Retirement Security Month? It’s a useful reminder that retirement planning is about more than a savings balance. Healthcare costs, family responsibilities, debt, and when you plan to stop working can all change what you need.

Inflation is on the rise and so is the cost of retiring. This month, take one practical step: Check your current retirement contributions and consider getting in touch with a financial planner for a "check-up".

10/06/2026

The holidays are a time for giving, gathering, and making memories, but they can also bring some extra expenses.

If you haven’t started saving yet, there’s still time to make a plan. Take a look at what you expect to spend on gifts, travel, entertaining, and other holiday expenses. Then set a realistic spending limit and start putting money aside now.

A little planning today can help you enjoy the season with less financial stress and more confidence!

09/30/2026

Real Stories. Real Relationships. 🤍

The Heritage Team at Maridea Wealth believes financial planning starts with getting to know the people behind the numbers.

We’re grateful for the trust our clients place in us and love hearing how our partnership has made a difference in their lives!

Take a few minutes to hear these clients' story and experience with our team.

09/11/2026

Shout out appreciation post for Shawna Larsh, our Director of Operations! It's her birthday today 💐

We couldn't do what we do without her. Thank you so much, Shawna!

08/25/2026

More congrats are in order! Maridea has been named to the top 50 fastest-growing RIAs by Financial Advisor Magazine. 👏

𝘙𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯 𝘪𝘴 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘵𝘩𝘪𝘳𝘥-𝘱𝘢𝘳𝘵𝘺 𝘤𝘳𝘪𝘵𝘦𝘳𝘪𝘢 𝘢𝘯𝘥 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘰𝘳 𝘤𝘭𝘪𝘦𝘯𝘵 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦. 𝘚𝘦𝘦 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘥𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴 𝘢𝘵 𝘩𝘵𝘵𝘱𝘴://𝘭𝘯𝘬𝘥.𝘪𝘯/𝘥𝘪𝘲𝘫_𝘗𝘋𝘗

Address

323 S Gilbert Road, Ste. 111
Gilbert, AZ
85296

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm

Website

http://www.heritagefinancialaz.com/

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