Influence Through Excellence

We're breaking the mold of traditional wealth management firms.

Your Future Deserves a Voice

Planning can mean the difference between a status quo life and the life you’ve always wanted.

Achieving Financial Freedom

Build a foundation now to secure a better tomorrow.

Your Perfect Fit

Don’t settle for anything less than an advisor who listens to and understands you.

Lifestyle Financial Planning

Manage your wealth with meaning and purpose.

LIVING THE LIFE YOU WERE MEANT FOR

What does financial success mean to you? Maybe you dream of being financially independent. Or maybe you have big dreams you want to save for. Perhaps you just want to feel in control of your future, with no doubt about where you’re going and the great things you’re going to accomplish.

All those things are possible, but it can be hard to plan and hold yourself accountable. At Maleta Wealth Management we’ve learned that true partnership is what makes the difference. If you’re looking for a highly responsive, trustworthy partner, who offers world-class support and practical advice, you can look no further. Are you ready to take charge of your future?

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We’re here for you!

Over the last 30 years, we have helped hundreds of families throughout the country.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Women

You need a financial planning approach built for your situation, not an off-the-shelf solution.

Millennials

Maximize your potential now to build a solid foundation for years to come.

Working Professionals & Retirees

As you’re climbing the corporate ladder or living in retirement, make your money work as hard as you do.

Lifestyle Financial Planning

How to trike a balance between work and leisure is just one aspect of the wide ranging Lifestyle matters.

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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DO YOU HAVE ANY QUESTIONS?

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