Life's a journey. Let's plan for it.

Comprehensive Wealth Management with a Personalized Touch

A Consistent Partner for Wealth Management

Serving Southwest Washington for Nearly 30 Years.

We are dependable guides to help you navigate toward preserving your financial future. Our goal is to ensure that you are financially prepared for every stage of life. Your goals and vision are central to every decision we make.

Your Lifestyle. Your Needs. Your Future.

We are committed to our clients’ financial wellness, guiding them through life’s ups and downs with integrity and expertise.

We understand that the financial planning journey can begin at any phase in life. That is why our priority is to meet you where you are, help you identify your goals, and develop personalized solutions.

Woman in her garden growing food

GROWING YOUR WEALTH

mother playing with her children outside

PROTECTING YOUR FUTURE

Seniors enjoying life together

ENJOYING & SHARING THE BENEFITS

About Maxem Wealth Advisors

We understand that finances are a very personal part of life. That is why we take great care to handle our client’s finances just like we would our own. Our team is ready to provide you with the guidance, knowledge, and support you need to make the right choices for your life and family.

Meet the Team

wes borgstedt maxem-wealth-advisors

Wes Borgstedt, CMFC, CRPC, CFP®

Founder and CEO

janelle-maxem-wealth-advisors

Janelle R. Bergstrom, ChFC

Founder and COO

skyler-maxem-wealth-advisors

Skyler Martin, MBA

Wealth Advisor

Harry O White, III, CRPC | Wealth Advisor | Maxem Wealth Advisors

Harry O White, III, CRPC

Wealth Advisor

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Why Maxem Wealth Advisors?

Our clients are our success. We are here to be reliable guides through life’s triumphs, challenges, and everything in between. Contact us today to start planning for your future.