The Maltese Group
The Maltese Group serves the needs of clients around the country. Through our holistic approach, we assist clients in defining their goals, tailor strategies that meet their needs, and help them manage the inevitable changes in life.
Our process is designed to deliver a customized, consistent experience that addresses the client’s life priorities. We enjoy helping clients through difficult financial transitions and decisions that occur in their lives.
Our advice and strategies are guided by your personal goals, such as planning and funding children's education, preserving and growing your wealth in retirement, and planning for potential health care costs. We start by understanding your unique concerns, priorities, risk tolerance, and other important factors.
The key to helping you achieve your financial goals is understanding where you are now and what challenges you face. That is why we work so hard at analyzing your assets and liabilities, as well as your short- and long-term financial outlook. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
CFP®, CPFA™, CRPC™
CDFA®, CPFA™, CPWA®
CFP®
CFP®, CIMA®, CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
