Maxwell Money Management

About

Maxwell Money Management is a Daily Money Management firm serving clients throughout the San Francisco Bay Area and beyond.  Life with Maxwell is completely customized to our clients’ needs.  We:

 • Execute all basic bill-paying activities;
 • Monitor all credit card activity to insure accuracy and avoid fraud;
 • Provide comprehensive monthly spending reports;
 • Maintain a personal balance sheet;
 • Run personal finances for seniors;
 • Manage payroll details for household employees;
 • Track donation history and coordinate your approval for new donations;
 • Monitor children’s educational expense requirements;
 • Organize records to streamline tax preparation;
 • Maintain all financial files in paperless format;
 • Interact with CPA, bankers and other financial advisors on your behalf.

Maxwell Money is a member of and follows the Code of Ethics of the American Association of Daily Money Managers.  We are bonded, licensed and insured.  In 30 years of business we have never experienced a breach in security.