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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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Gilbert, AZ
Maridea Wealth Management - Heritage Financial Strategies Team

www.HertiageFinancialAZ.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.

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

08/11/2026

💪 Meet Shanna Reed, the driving force behind HFS, a Maridea Company!

With a passion for helping individuals and families secure their financial futures, Shanna founded Heritage Financial Strategies to provide tailored financial guidance that meets the unique needs of each client.

Her journey began with a desire to make financial literacy accessible to everyone, and that commitment continues to shape the core values of our firm.

Shanna’s vision is to empower individuals to take control of their financial destinies, one step at a time.

Join us in celebrating Shanna, a passionate advocate for financial wellness and for women and families in our community! 🙌

08/06/2026

Wishing our bright and lovely team member Peg a happy birthday today! Join us in wishing Shanna's mom a wonderful day. 🎉

07/28/2026

Congratulations to our team at Maridea Wealth Management for taking home the InvestmentNews award for RIA Team of the Year (10+ Advisors)! ✨

We're proud to share in this milestone moment for Mier Wang and the whole team. Way to go! 🏆

07/21/2026

It's a big day for our little honorary member of the HFS Team! Join us in saying good luck to one of our advisors' daughters on her first day of Kindergarten today! 🍎✏️

We've known her since she was born 5 years ago! She has often enjoyed making an appearance in our Friday team meetings. We will miss you peeking in to say hi, Vera!

You're going to do GREAT! 🎒🏫

07/20/2026

🎉 Happy National Savings Day! We want to celebrate your savings success stories! How have you reached your financial goals through saving? Share your journey with us and inspire others in our community!

07/01/2026

✨July 1 is National Financial Freedom Day! It's a perfect mid-year moment to pause and review your progress toward your savings and retirement goals.

Small adjustments now can create meaningful change over time. ⌛

Are you on track with the future you envision? Our team at Heritage Financial Strategies is here if you would like a thoughtful mid-year check-in. Reach out! 🔍

06/30/2026

We're wishing you all a safe and fun holiday weekend celebrating our nation's independence! Please note we will be closed coming up on Friday, July 3rd, for Independence Day observed.

06/23/2026

June is Home Ownership Month - a reminder that the place you call home can be a cornerstone of your long‑term financial plan.

Whether you are buying your first home or planning to rightsize in retirement, thoughtful planning can turn your mortgage, equity, and cash flow into powerful tools for your future. 💡

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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