Important Forms

Please select the appropriate link below for a copy of our disclosure document, confidential questionnaire for new clients, and samples of our client agreements. For your convenience, the documents will open in a new browser window.

• Form ADV 2A and 2B
  Maas Capital’s disclosure document
• Confidential Questionnaire
  Our standard information and data-gathering resource
• Client Wealth Management Agreement
  Sample wealth management agreement
• Client Financial Planning Agreement
  Sample financial planning agreement
• Client Investment Management Agreement
  Sample investment management agreement
• Client Retirement Plan Advisory Agreement
  Sample retirement plan advisory agreement