Breaking the Mold for Financial Firms

You have options when it comes to choosing a financial planner, we know. You should explore those options and choose one that fits you the best. At Maleta Wealth, we have discovered that what most people are looking for is more than a mediocre, standardized financial plan. We aren’t afraid to be bold about what we do and who we serve. What makes Maleta Wealth stand out?

• We have a passion for empowering women. Married, single, divorced, widowed – you deserve for your voice to be heard. Did you know that 8 out of 10 women will take charge of their finances at some point in their lifetime? You are capable, and with Maleta Wealth by your side you can be ready for anything.
  
  
• Not just women…but people at every stage of life. As a multigenerational team, we’re uniquely equipped to serve the needs of everyone from millennials to baby boomers in retirement. It’s never too early or late to start putting together your financial plan. Build your financial foundation one step at a time.
  
  
• We’re a female-run firm. You’ll find we take a compassionate approach; our goal is for you to be understood. We welcome questions and want your experience with us to be the best you’ve ever had.
  
  
• We do what we say we are going to do. When your burning question can’t wait, or you have a need for advice about a particular situation, waiting three days for a reply isn’t an option. The vast majority of our clients receive a callback the same day.
  
  
• No talking over your head. We break down every financial plan into understandable action steps for you. No financial jargon, and no complicated charts.

Maleta Wealth exists for you. For every woman, every millennial, and every working professional who’s ever wondered if they’re “doing it right.” Collectively, our team has over 70 years of experience we’re ready to put to work for you.

Are we the right financial firm for you? Get to know us a little better and meet the members of our team.