At WealthMax Financial, 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.
Dylan Bangs is the Founder and President of WealthMax Financial. An experienced Financial Strategist based in Phoenix, Arizona, Dylan focuses on empowering individuals with the knowledge and awareness to unlock the financial strategies of the wealthy. Licensed in all 50 states, Dylan offers a comprehensive range of services, from traditional life insurance to innovative wealth-building strategies, including Infinite Banking concepts and asset preservation. Dylan emphasizes sustainability by designing personalized wealth plans for high-net-worth individuals, prioritizing tax efficiency and resource allocation.
His approach focuses on maximizing clients' income and minimizing tax burdens while ensuring financial security with robust, high-impact solutions. Driven by a commitment to financial literacy, Dylan seeks to make these strategies accessible to all. He prides himself on his high-octane personality and understanding that no individual's financial structure is identical to the next.
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.
Dylan Bangs is the Founder and President of WealthMax Financial. An experienced Financial Strategist based in Phoenix, Arizona, Dylan focuses on empowering individuals with the knowledge and awareness to unlock the financial strategies of the wealthy. Licensed in all 50 states, Dylan offers a comprehensive range of services, from traditional life insurance to innovative wealth-building strategies, including Infinite Banking concepts and asset preservation. Dylan emphasizes sustainability by designing personalized wealth plans for high-net-worth individuals, prioritizing tax efficiency and resource allocation.
His approach focuses on maximizing clients' income and minimizing tax burdens while ensuring financial security with robust, high-impact solutions. Driven by a commitment to financial literacy, Dylan seeks to make these strategies accessible to all. He prides himself on his high-octane personality and understanding that no individual's financial structure is identical to the next.
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.
Provide Sophisticated Financial Strategies That Support Enduring Prosperity And Financial Security