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Welcome

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Welcome

Maltin Wealth Management  helps you protect, grow, and manage your wealth through comprehensive wealth planning.  We provide high touch financial management so our clients have more time to enjoy their lives (and families). We provide services for individuals, families, institutions, and not-for-profit institutions.

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Planning & Process

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Planning & Process

We build customized financial solutions to protect and grow clients' wealth.  As your needs evolve, the investment plan and strategies evolve with you.

We work with clients in each life stage for the following primary needs:

  • Accumulation
  • Preservation
  • Legacy and Gifting

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Services

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Services

Your Finances are connected.  We understand.  We become your personal CFO to save you time and ensure your finances are integrated and working toward your goals.

Let us to assist you with:

  • Private Banking
  • Wealth Management
  • Coordination with your trusted professionals

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Our Network

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Our Network

Our network of professionals are available to you:

  • Legal
  • Accounting
  • Insurance
  • Health

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