Welcome

Maltin Wealth Management, Inc is a registered investment advisor (RIA).

We work with you to 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.

Today, advice and guidance that is independent of influence is available to you- as is the type of relationship we emphatically believe you deserve.  We serve as your independent advisor, focused on meeting your needs.

Mission

Our mission is to be your essential financial planning partner.  We put in the time required to include all the components of your financial picture, from laying the foundation (plan) to implementing the strategy (investments).  Your objectives dictate how we tailor the plan to your goals.  We provide investment management, while minimizing risk and incorporating tax liability and estate planning.

About Us

Peter L. Maltin, CRPC
Principal

For 13 years, prior to forming his own practice, Peter was a First Vice President/Wealth Management Advisor at Merrill Lynch's World Financial Center headquarters’ office in New York City.  Before his financial advisory career, he was the sole proprietor in a sports cards and memorabilia business.  Peter lives in Ridgewood, New Jersey with his wife, Sara and their 3 children.  He maintains a vacation property in Sandy, UT.  In his spare time, he enjoys skiing, attending Ranger and Yankee games, cooking, collecting wine, and traveling.

Jordan L. Crowley
Associate of Financial Planning and Investment Strategy
Candidate for CFP® Certification

Jordan graduated from the University of Missouri with a degree in Personal Financial Planning. He began his career as a Loan specialist with SunTrust bank in Nashville, TN. After two years in banking he was inspired to join a firm that specialized in comprehensive financial planning.  He passed the exam for CFP® certification and joined the firm shortly thereafter. Jordan lives in Hackensack, NJ, and is an avid Chiefs, St. Louis Cardinals, and Mizzou sports fan.  In his spare time he enjoys playing sports, traveling, and exercising.

Bill M. Scholz
Client Administrative Manager

After graduating with a degree in Business Administration, Bill joined RBC Wealth Management in 2007 working as an Operations Associate in support of 80 advisors.  In 2011, he advanced to Merrill Lynch as a Senior Operations Specialist with a concentration in asset transition and client account maintenance.  Bill lives in Jefferson, NJ with his wife Stacey and their 2 children.  In his spare time, he enjoys golf, basketball, and traveling.

Karen M. Albano
Client Relationship Manager

Prior to joining Maltin Wealth, Karen worked in advisor support roles at Prudential and Wachovia securities, which were both acquired by Wells Fargo Advisors.  She worked in wealth management for a total of 12 years, beginning as an assistant to a financial advisor and then was promoted to the position of Branch Administrator, which she held for 6 years.  This position provided support to the branch manager, 70 advisors, and directly supervising 25 sales assistants.  She earned a degree in Business Administration, and has held various roles in finance including executive assistant and a licensed real estate professional.  Karen lives in Wayne, NJ with her partner Alan. In her spare time, she enjoys sports, traveling, and being with her family.

Examples of Why We Plan

Do you have a will, a health care proxy and a power of attorney? 
Have you made updates as your life has changed as your net worth has grown and your family has expanded to include your children and their children?

  • It is important to ensure that your wishes are granted.  It is also critical to ensure your estate is sheltered from uneccessary taxes due to insufficient planning.

What if your business is put in jeopardy due to an unforeseen event or dispute with your business partner(s)? 
Is there a plan in place to ensure you would be adequately compensated for your partner(s) time and capital contributions keep the company in business and healthy?

  • Your idea of a business direction may differ from your partner(s), or something happens so that one or more partners are incapable of working.  It is important to have the right contingency plans in place, according to the wishes of both the departing partner(s), remaining partner(s) and their potentially affected families.

Your investments under our guidance could have great success, but might well be undermined if your future income, wealth and legacy needs are not protected.  Through our planning process, we will put in the time to get to know you, to plan and provide the necessary protection for your circumstances.  This allows us to sleep at night.

Our Planning Process

No two clients are the same. Every financial strategy is individually designed for the client to work for the long term, yet be adaptable to changing circumstances.  We build long-term relationships.  A critical part of helping clients attain their goals is getting to know the client at the start. By spending all of that time at the beginning, and getting that feel for the client we believe we are able to provide financial advice and strategies that work best for that client.

As your needs evolve, your investment plan and strategies evolve with you.  We work with clients in each life stage for the following primary needs:

  1. Accumulation – building an emergency fund, begin savings for retirement and starting a family.  LEARN MORE
  2. Preservation – funding your children’s college expenses, significant purchases, and unexpected expenses such as divorce and caring for aging parents. LEARN MORE
  3. Distribution – drawing retirement income and retiring comfortably, traveling, leaving a legacy and supporting your favorite causes.  LEARN MORE
     


Please contact us for a sample Financial Plan

 

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved