Blog

September 8, 2016

Maxim Rebrands as Worldview Wealth Advisors, Better Aligning Name with Global Business

San Francisco, CA and Portland, OR (8 September, 2016) – Worldview Wealth Advisors, a financial planning and investment management company specializing in advising international and cross-border families, today announced a new era of growth and opportunity for its clients and partners: Maxim Global Wealth Advisors is now Worldview Wealth Advisors.

 

The rebrand introduces a new logo and redesigned website, along with an expanded vision for the future of the company. For over 11 years, the wealth management professionals at Worldview have built a reputation for their specialized knowledge in advising cross-border families, including Americans living abroad and non-Americans living in the United States, as well as non-resident foreign citizens located abroad who hold wealth in the United States.

 

“We are incredibly proud of what we’ve been able to achieve together as a firm,” said Andrew Fisher, Worldview’s Founder and President. “Our goal with the rebrand is to continue to grow and position ourselves as the leader in advising families with more complex financial affairs.”

 

The year 2016 represents a major turning point in the lifecycle of Worldview, with the firm doubling down on it’s commitment to making personalized financial planning the centerpiece of their value proposition to clients. From this point forward, they envision incorporating their sophisticated financial planning into all new client engagements.

 

This renewed commitment to personalized financial planning is also well timed with the impending release of “The Cross-Border Family Wealth Guide” (Wiley, Jan 2017), a groundbreaking new book on cross-border financial planning by Andrew Fisher, Worldview’s President. The book is currently available for Amazon pre-order here.

 

The new name, Worldview Wealth Advisors, better reflects who the firm is and who it serves. Worldview’s clients are worldwide and multinational, and the firm’s name should reflect that. The firm’s investment strategy is built around global diversification – they truly are worldwide investors. Lastly, they specialize in looking at clients’ complete financial picture – personalized financial planning means stepping back and considering all the pieces of the puzzle within a client’s own financial world.

 

“We believe that our new name represents the same core values that our business was built on,” explained Andrew Fisher, President. “We strive to build lasting relationships with clients and partners based on trusted advice, investment results, and exceptional service. Our mission is simple: to help people with more complex financial situations achieve financial success and live better lives.”

 

For more information, please contact us at contact@worldviewwealth.com or follow us on Twitter, Facebook, and LinkedIn.