A complete list of active advisors currently associated with Maximforte Private Wealth LLC

Warmer can help you find a great advisor at Maximforte Private Wealth LLC or one who fits your needs even better.

MaximForte Private Wealth LLC serves individual and high-net-worth clients, offering asset management and financial planning services (with financial planning noted as provided at no additional cost). The firm also provides Assets Under Advisement services for owners of closely held businesses, including exit planning consulting, business valuation oversight, and strategic business coaching aligned with the Exit Planning Institute/CEPA Value Acceleration framework. For client portfolios the firm offers portfolio management for individuals and may trade on a discretionary basis, using a mix of fundamental and technical analysis and modern portfolio theory as part of its investment process. It also recommends and may select third‑party money managers (TPMMs) and receives a portion of the advisory fee from those TPMMs; in its AUA work the firm uses EBITDA analysis and a third‑party valuation tool (Valutico) to inform valuation and advisor selection while declining to issue certified valuations itself. Distinctive aspects of the firm include its recent registration (2026) and lack of assets under management or active SEC‑registered advisors at the time of the brochure, yet an offering set that is uncommon for firms in that category — namely financial planning, selection of other advisers, and individual portfolio management. The brochure discloses affiliated business roles and the potential for transaction‑based compensation or fee sharing (creating a conflict of interest if clients engage recommended third parties), and it explicitly does not act as a private fund adviser.

To learn more about the advisors currently working at Maximforte Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gurinder Singh	New York, NY	2

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