WealthMax Financial Group: Guiding you to a rewarding—and purposeful—retirement.
At WealthMax Financial Group, retirement and financial planning is more than just a service—it’s a commitment to your future. We focus on helping you craft a retirement that not only meets your financial needs but also fulfills your life’s ambitions.
Ed Botelho
Founder and Fiduciary Financial Advisor
Ed is a Financial Planner and the founder of WealthMax Financial Group. He has more than eight years of financial sector expertise and has become a dedicated advisor to many people and families looking to achieve their financial objectives and maximize their financial future.
Throughout his career, Ed has demonstrated an exceptional ability to navigate the complex landscape of personal finance, helping his clients make informed decisions and optimize their financial strategies. His comprehensive approach combines a deep understanding of investment planning, retirement income strategies, legacy planning, and risk management, enabling him to deliver tailored strategies that align with his clients’ unique needs and aspirations.
Ed has built a team of experienced professionals who share his passion for helping individuals and families achieve financial freedom. Under his visionary leadership and coaching experience, the firm has established itself as a go-to resource for comprehensive financial planning, offering a wide range of services designed to help maximize wealth accumulation, preserve assets, and minimize tax liabilities.
Ed is a graduate of Johnson & Wales University. In addition to his professional commitments, Ed actively participates in industry conferences and seminars, keeping abreast of the latest trends and strategies in the ever-evolving financial landscape.
In his free time, Ed Botelho enjoys traveling, staying active through fitness training, and playing and coaching hockey.
With his extensive knowledge, unwavering dedication, and proven track record of success, Ed is a financial planner who consistently exceeds expectations and empowers his clients to achieve their financial aspirations.
James Pati
Fiduciary Financial Advisor
With over a decade of experience in the financial industry and five years as a fiduciary, James has built a reputation as a trusted expert in retirement planning for individuals, families, business owners, and ultra-high-net-worth clients. James’s approach is rooted in one simple but powerful principle: listen first, then guide.
Throughout his career, James has the privilege of helping clients navigate complex financial landscapes with clarity and confidence. Whether it's designing multi-generational wealth strategies, or creating personalized retirement roadmaps, James is committed to delivering solutions that reflect each client's unique goals, values, and circumstances.
As a fiduciary, acting in clients' best interest isn't just a legal obligation to James—it's the foundation of his planning mentality. Asking the right questions, taking the time to understand what truly matters in the heart of the individual, and provide advice grounded in integrity, expertise, and a deep understanding of long-term financial planning.

“My clients consider me their go-to resource for retirement planning not only because of my knowledge, but because they trust me to guide them through life’s transitions with insight, care, and unwavering commitment to their financial wellbeing."
Chris Zollo
Fiduciary Financial Advisor
With over seven years of experience in the financial services industry, I’ve dedicated my career to helping individuals and families create confident, sustainable retirement strategies. As a Chartered Retirement Planning Counselorâ„ (CRPC®) and an Accredited Wealth Management Advisorâ„ (AWMA®), I bring specialized knowledge and a deep commitment to developing customized financial plans that align with each client’s unique goals.
At the heart of my practice are the Christian values I hold dearly—integrity, honor, and service. I believe in putting my clients’ best interests above all else. As a fiduciary, I am bound not just by duty, but by conviction, to provide transparent and ethical advice every step of the way.
Before joining WealthMax Financial Group, I spent three years as a Financial Advisor with Merrill Lynch, where I had the opportunity to work with a broad range of clients and deepen my expertise in retirement and investment planning.
Whether you’re approaching retirement or already enjoying it, I’m here to help ensure that your financial future is rooted in wisdom, security, and peace of mind.
Joe Faria
Practice Manager
With over seven years of management experience, Joe Faria plays a vital role in ensuring operational excellence at WealthMax Financial Group. As Practice Manager, Joe is responsible for overseeing the firm’s daily operations, streamlining processes, and supporting our advisors to deliver outstanding service to clients.
Joe brings a strategic, solutions-oriented approach to leadership, with a strong focus on team coordination and process improvement. His commitment to creating a collaborative and efficient work environment directly contributes to the ongoing success and growth of the firm.
Dedicated to enhancing both client experiences and internal operations, Joe is a key resource for advisors and staff alike—helping drive performance and deliver value at every level.
Outside the office, Joe enjoys playing golf and can often be found on the soccer field coaching and cheering for his three young daughters.
Jarid Butler
Onboarding Director / Marketing Coordinator / Client Success Specialist
Jarid brings over 11 years of financial and sales experience to his role at WealthMax Financial Group. Prior to joining the firm, Jarid spent 8 years in the banking industry as a Senior Relationship Banker, where he specialized in serving high-net-worth clients through personalized financial solutions and relationship-driven service.
Jarid is a dynamic, detail-oriented, and reliable professional known for his ability to handle complex situations with strategic insight. His strengths lie in building trust through consultative relationships and delivering client-centered service that exceeds expectations.
At WealthMax, Jarid is committed to making each client’s experience as efficient and seamless as possible. His top priority is clear communication—guiding clients through their financial strategies while ensuring they feel confident and informed every step of the way.
Outside the office, Jarid enjoys fitness and spending quality time with friends, family, and his bulldog, Duncan.
