About Us
Your Trusted Financial Partner for Generational Success
At WealthMax Solutions, your journey begins with a tailored consultation to evaluate your unique financial needs. Specializing in bespoke financial strategies designed to multiply and safeguard your wealth. With decades of combined experience and access to the industry’s top-tier financial instruments, we empower high-net-worth individuals and families to build enduring legacies.
MEET THE TEAM
Dylan Bangs
President and Founder
As President of WealthMax Solutions, Executive Vice President of Exclusive Strategic, and Senior Advisor of Exclusive Annuities, Dylan Bangs is a driving force in the financial industry. He specializes in transforming complex financial strategies into powerful, accessible solutions that foster long-term wealth growth, financial security, and strategic retirement planning. Dylan’s expertise in premium financing and infinite banking allows him to provide high-net-worth individuals and business owners with strategies that accelerate wealth growth using a leverage approach that traditional advisors can't offer.
Dylan’s approach also focuses on retirement and distribution planning, ensuring clients optimize their income and deploy their assets effectively for long-term security and stability.
His deep-rooted passion for financial literacy fuels his mission to help clients build, protect, and optimize their wealth through innovative, tax-efficient solutions. He crafts highly personalized financial blueprints tailored to each client’s unique needs, positioning them for sustained success and financial freedom.
Josh Nusbaum
Executive Vice President
Josh Nusbaum is the Executive Vice President of WealthMax Financial. Based in Phoenix, Arizona, Josh began his professional career in engineering before realizing the true purpose of his knowledge: helping individuals alleviate financial concerns. With unique expertise in engineering and real estate, Josh utilizes his analytical skills to benefit his clients. He applies a rational, pragmatic, problem-solving, and data-driven approach to optimize investment strategies, enhance financial portfolios, and drive sustainable growth for individuals and businesses.
Josh is passionate about transforming properties into thriving assets and integrating Infinite Banking concepts, empowering his clients’ broader financial plans with wealth accumulation, legacy planning, and retirement planning. Building lifelong relationships as his top priority, he provides knowledge and transparency to help people achieve their financial goals.
Ian Hayes
Senior Advisor
As Senior Advisor at WealthMax Solutions and Exclusive Annuities, he specializes in advanced strategies like premium financing and infinite banking, concepts you won’t find with the average financial planner. Ian works with business owners to leverage these cutting-edge strategies, helping them exponentially growth their wealth and protect assets—far beyond what traditional investments can offer.
By incorporating the power of leverage and tax-efficient planning, Ian’s customized solutions offer business owners and high-income earners unparalleled opportunities to build wealth faster and more securely. With a focus on control and flexibility, his approach redefines financial success for those who are ready to think beyond conventional advice.
MEET THE TEAM
Dylan Bangs
President and Founder
As President of WealthMax Solutions, Executive Vice President of Exclusive Strategic, and Senior Advisor of Exclusive Annuities, Dylan Bangs is a driving force in the financial industry. He specializes in transforming complex financial strategies into powerful, accessible solutions that foster long-term wealth growth, financial security, and strategic retirement planning. Dylan’s expertise in premium financing and infinite banking allows him to provide high-net-worth individuals and business owners with strategies that accelerate wealth growth using a leverage approach that traditional advisors can't offer.
Dylan’s approach also focuses on retirement and distribution planning, ensuring clients optimize their income and deploy their assets effectively for long-term security and stability.
His deep-rooted passion for financial literacy fuels his mission to help clients build, protect, and optimize their wealth through innovative, tax-efficient solutions. He crafts highly personalized financial blueprints tailored to each client’s unique needs, positioning them for sustained success and financial freedom.
Josh Nusbaum
Executive Vice President
Josh Nusbaum is the Executive Vice President of WealthMax Solutions. Based in Phoenix, Arizona, Josh began his professional career in engineering before realizing the true purpose of his knowledge: helping individuals alleviate financial concerns. With unique expertise in engineering and real estate, Josh utilizes his analytical skills to benefit his clients. He applies a rational, pragmatic, problem-solving, and data-driven approach to optimize investment strategies, enhance financial portfolios, and drive sustainable growth for individuals and businesses.
Josh is passionate about transforming properties into thriving assets and integrating Infinite Banking concepts, empowering his clients’ broader financial plans with wealth accumulation, legacy planning, and retirement planning. Building lifelong relationships as his top priority, he provides knowledge and transparency to help people achieve their financial goals.
Craig Smith
Senior Vice President - Advanced Planning
Born in the hills of Southeast Ohio, Craig Smith was raised in a hardworking, blue-collar family that instilled in him the values of dedication and integrity. A former collegiate scholar-athlete, Craig went on to earn his undergraduate degree in Business and Accounting before pursuing his MBA from Arizona State University.
Craig has built an impressive career in banking, holding numerous roles over the years—from local Branch Manager to working with some of the largest corporations and wealthiest families across the country in cities like Vero Beach, Baltimore, Philadelphia, and Detroit. Craig made the bold move to relocate his family to Florida, where he continues to help individuals and families build financial stability and long-term success.
After years of experience at major financial institutions such as Fifth Third Bank (5/3), National City, and PNC, Craig took what he learned at the institutional level and partnered with WealthMax Solutions to deliver that same caliber of planning—free from corporate interests and influence—through a unique, independent approach. His mission is simple: to serve clients individually with care, ensuring each one receives guidance tailored to their specific needs and goals.
Join Craig Smith for an engaging WealthMax Solutions seminar where decades of experience meet a genuine passion for helping people take control of their financial futures.
Why Choose Us ?
We Provide Sophisticated Financial Strategies That Support Enduring Prosperity And Financial Security.
Provide Sophisticated Financial Strategies That Support Enduring Prosperity And Financial Security
