Maltin Wealth Management

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.

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

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

Our 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 and provide investment management. While also minimizing risk, incorporating tax liability, and estate planning.

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, 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.