Your wealth and your practice were never separate.Your advice shouldn't be either.
MaximForte Private Wealth serves the healthcare ecosystem — founders, practice and business owners, and physicians — with planning fluent in how healthcare wealth is actually built.
Our story
A wealth firm with a dealmaker's eye.
MaximForte began as a healthcare investment bank — valuing founder-built companies, preparing them for sale, and representing owners at the table. Most wealth firms meet healthcare money only after it's made. We work where it is created.
MaximForte Private Wealth carries that standard across the whole arc: the practice years, the liquidity event, and everything the exit creates.
Why a specialist
Most advisors have never read a payor contract. We come from the firm that values, prepares, and sells the businesses healthcare wealth is made of.
A dealmaker's eye
Our founder built a healthcare investment bank before this firm. When your balance sheet includes a practice or a business, we help you obtain and interpret credible independent valuations — and plan around what it is actually worth.
Fluent in healthcare pay
Production-based compensation, partnership buy-ins, 1099 and W-2 lives, late training starts and compressed careers — the planning math of medicine, done natively.
One table, one plan
Your CPA, estate counsel, and insurance advisors stay yours. We coordinate the whole, so the plan works as one thing instead of four.
Who we serve
The people who build healthcare.
One ecosystem, three kinds of wealth — each with its own planning problems, each underserved by generalist advice.
Founders & entrepreneurs
Your net worth is concentrated in something illiquid that consumes your attention. We plan around the equity — personal liquidity, risk, and the groundwork for the liquidity event, whenever it comes.
Practice & business owners
The practice is the portfolio. We treat it that way — entity and retirement-plan design, key-person risk, owner compensation, and a wealth plan that counts the business as the asset it is.
Physicians & professionals
High income, late start, no time. Buy-ins, production comp, loan strategy, and a disciplined path from earning well to being wealthy — without the sales pitch medicine usually gets.
Advisory services
Five disciplines, one standard.
From the first planning conversation, through a transition, to the decades after a sale.
i.
Asset & investment management
Continuous, ongoing management of your custodial accounts — portfolios of stocks, bonds, mutual funds, ETFs, and other securities, supervised as markets and your life move.
ii.
Financial planning & consulting
A written plan across the whole picture — goals, tax strategies, asset allocation, risk, retirement, education, cash flow, charitable intent, insurance analysis, and business financial planning.
iii.
Exit planning consulting
For owners of closely held businesses preparing a transition — readiness assessment, value drivers and risk factors, a written exit roadmap, and coordination with your attorneys, CPAs, investment bankers, and insurance professionals.
iv.
Business valuation oversight
We help you scope and select independent valuation professionals, review their work for sound assumptions, and track enterprise value over time — so your exit strategy and wealth plan rest on a credible number.
v.
Strategic business coaching
Ongoing CEPA-aligned coaching on the Value Acceleration Methodology — Discover, Prepare, Decide — building transferable value and tying the business into your personal financial plan.
Contact
The first conversation costs nothing but an hour.
It's private and without obligation. You'll leave with a clearer picture of your family's plan, the questions worth answering first, and whether we're the right table to sit at.
Email · info@maximforte.com
Phone · (201) 241-4826
Brookfield Place, 200 Vesey St
24th Floor, New York, NY 10281
Important disclosures
Registration status. MaximForte Private Wealth LLC is registered as an investment adviser with the State of New York. Registration does not imply a certain level of skill or training. Advisory services are offered only to residents of states where the firm is registered or exempt from registration requirements.
No personalized advice via this website. Nothing on this page constitutes personalized investment, legal, or tax advice, or a recommendation of any security or strategy. Investing involves risk, including possible loss of principal. No testimonials or endorsements are presented, and no performance is advertised.
Related entities and conflicts of interest. MaximForte Private Wealth LLC is owned by its holding company, MaximForte LLC, an exit advisory and sell-side M&A advisory firm; the firm's principal is also a registered representative of Finalis Securities LLC, Member FINRA/SIPC, a separate, unaffiliated broker-dealer, and may receive transaction-based compensation for investment banking services conducted through Finalis. This presents a conflict of interest, which the firm addresses by disclosing it in advance, keeping advisory fees and investment banking compensation separate, and advising clients that they are under no obligation to engage Finalis or the principal for any transaction and may use any investment bank or intermediary of their choosing. The firm does not act as a broker-dealer or business broker in any transaction and receives no compensation from any valuation provider it may identify.
Form ADV. The firm's Form ADV Part 2A (firm brochure) is available free of charge upon request at info@maximforte.com and through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov (CRD #342663). Please review it carefully before engaging the firm.