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 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.
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.
Brady Pelzer
Senior Vice President - Wealth Management
Brady Pelzer is a Partner at WealthMax Solutions and the President & Co-Founder of Exclusive Strategic. An experienced financial practitioner from Omaha, Nebraska, Brady aligned with WealthMax Solutions to bring his sophisticated approach to wealth preservation and legacy planning to our clients. He founded Exclusive Strategic after serving as the Annuity Sales Director for Insurance Agency Marketing Services for three and a half years. During his tenure, Brady collaborated with thousands of financial representatives, empowering them to deliver optimal, high-tier retirement planning solutions for their clients.
Through the development of strategic financial designs with a strict emphasis on sustainability, Brady specializes in identifying the precise financial instruments best fit for each client's unique needs and long-term objectives. He prides himself on absolute versatility within the financial planning process, driven by the foundational understanding that no two individual financial structures are identical. His data-driven, highly tailored blueprints ensure that every family and business owner he serves is positioned for enduring prosperity.
Why Choose Us ?
We Provide Sophisticated Financial Strategies That Support Enduring Prosperity And Financial Security.
Brady Pelzer is an Investment Advisor Representative with IAMS Wealth Management. All other individuals named on this website are independent insurance agents and are not Investment Advisor Representatives.
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Exclusive Strategic are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.
Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.
Changes in investment strategies, contributions or withdrawals, and economic conditions may significantly alter a portfolio’s performance.