Maximum Wealth Strategies

At Maximum Wealth Strategies, we pride ourselves on being a trusted partner for individuals and business owners seeking to optimize their financial well-being. With over 35 years of combined experience, our team of experts is dedicated to providing customized solutions that cater to the unique needs of our clients.

Our Philosophy

We believe that your financial success is the result of a well-planned strategy. That's why we take a holistic approach to financial planning, considering the intricate relationships between your business, personal, and financial objectives. Our objective is to help you achieve your goals by creating a comprehensive plan that aligns with your values and priorities.

Our Services

We offer a range of services designed to support individuals and business owners at every stage of their journey. Whether you're a new entrepreneur looking to establish a solid financial foundation, a growing business seeking to optimize tax efficiencies, or an established organization looking to maximize wealth and retirement planning, we have the expertise to help you achieve your desired outcome.

Customized Solutions

We recognize that no two clients are alike, and that's why we take the time to understand your unique needs and goals. Our experts will work closely with you to develop a personalized plan that addresses your specific financial goals, whether it's growing your business, optimizing your tax strategy, or securing your financial future.

Meet Our Team

Meet our team of experienced professionals, dedicated to helping you achieve your financial aspirations.

• Joe Piasecki, Founder and Co-Owner: With over 35 years of experience in financial planning, Joe has a proven track record of delivering results-driven solutions for his clients.
• Mitch Piasecki, Co-Owner: With a background in accounting and finance, Mitch brings a wealth of knowledge and expertise to our team.
• Cole Moore, Advisor: With extensive experience in financial planning and taxation, Cole is dedicated to helping our clients achieve their financial goals.
• Danielle Burnell, Marketing and Client Relations: With a passion for building strong relationships, Danielle ensures that our clients receive exceptional service and support.
• Corrie Friesen, Business Manager: With years of experience in bookkeeping and accounting, Corrie is dedicated to providing our clients with timely and accurate financial management.

What Our Clients Say

Don't just take our word for it - here's what some of our satisfied clients have to say:

"Joe has helped my business and family with our retirement planning, estate planning, education planning and continually looks for new ways in saving my company tax dollars. Jeff Riddell, Owner of RMS Heating."

"You have the ability to put both our business and personal financial pictures together for us in a way that is easy to understand. Joe has also shown new and innovative ideas on making our money work harder for us." Leanne Stewart, Former Owner of McLeod House Tea Room.

"We have worked on some joint corporate cases together and I see the professionalism and effort Joe provides in servicing his clients. Personally, our family works with Joe on some of our insurance and investment planning and we appreciate the wonderful service that Joe provides us." Joe Poplawski, Former Vice President of Arthur J. Gallagher Insurance.