What we do
Comprehensive Wealth Management
Every service we offer is designed around one goal — giving you the clarity and confidence to live the retirement you've worked toward.
A Complete Picture of Your Financial Life
Ilya's breadth of knowledge means your entire financial picture is addressed under one roof — from retirement income to estate transfer to insurance protection.
Financial Planning
Comprehensive, goal-driven plans that align every financial decision with your long-term vision.
Retirement Planning
Income sequencing, Social Security optimization, and tax-efficient withdrawal strategies built to sustain your lifestyle.
Estate Planning & Wealth Transfer
Strategies that protect your assets, minimize tax exposure, and ensure your wealth passes on your terms.
Wealth Management
Disciplined portfolio construction and ongoing management calibrated to your risk tolerance and timeline.
Life Insurance
Tailored life insurance solutions that protect your family and integrate seamlessly with your broader financial plan.
Tax Planning
Strategic tax planning designed to minimize your liability and preserve more of what you've earned across every stage of retirement.
Ready to Build Your Complete Financial Plan?
Schedule a complimentary consultation with Ilya to discuss your goals and explore how MavenStone can serve your financial future.