simple + candid
The way we do business is upfront, honest, and fair, ensuring you know exactly what to expect. We've also done extensive due diligence to ensure our cost of doing business is both competitive across the industry and easy to understand. Learn More
Personalized & Modernized Approach
Experience the pinnacle of personalized financial guidance, where meaningful conversations focus on what truly matters to you. We craft tailored strategies that seamlessly integrate business professional, personal, and philanthropic finances, with special expertise in financial issues that disproportionately impact women. We are gender inclusive and welcome the opportunity to work with clients from all walks of life. Connect with us on your terms, whether virtually or by phone, from wherever you feel most comfortable. Work With Us
Sustainable Investing
Being socially conscious doesn’t mean simply excluding certain things from your portfolio. It means investing where you want to make an impact. We diligently research investments to create plans centered on what you value most, using data driven insights and best in class solutions. Learn More
Satisfaction Guarantee
deMAURIAC puts clients first. Your satisfaction is backed by a guarantee. If for any reason you're not completely satisfied, we'll refund your fee and work with you to make things right.
We'll refund the previous month's program fee for private wealth management clients.
The guarantee does not apply to operating expenses charged by mutual funds and ETFs, or interest paid on margin loans. This guarantee also does not protect against any market fluctuations or risk within your investment accounts. If you have questions on whether the satisfaction guarantee applies to any particular cost, please email support@demauriac.com for assistance.
Your request must be received no later than the month following when you were charged.
Funds will be credited to the account charged in approximately four weeks of a valid request.
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