Maple Grove Wealth

Maple Grove Wealth offers investment advisory services to individuals, high net worth individuals, small businesses, and institutional clients, providing portfolio management for both individual and business/institutional accounts and standalone or integrated financial planning. The firm describes customized, goal-based strategies that may use mutual funds, ETFs, individual equities and bonds, cash equivalents, and other approved instruments.

Maple Grove says it develops investment strategies based on each client’s objectives, time horizon, liquidity needs, and risk tolerance, using an internal review process and a generally long-term orientation while permitting shorter-term reallocations when appropriate. The brochure also discloses that the firm will offer advisory services through a wrap-fee program, may bill fixed fees for standalone planning, and generally has discretionary authority to implement portfolio transactions.

Distinctive items in the disclosure include that a supervised person is licensed as an insurance agent and may receive commissions for insurance and annuity sales, the firm’s role as a wrap-fee program sponsor, and the use of fixed fees for some planning engagements — features that are less common among similarly categorized firms. The filing is an initial brochure reporting no regulatory assets under management and does not describe private fund advisory or performance‑based fee arrangements.