A complete list of active advisors currently associated with Maltin Wealth Management, Inc.

Warmer can help you find a great advisor at Maltin Wealth Management, Inc. or one who fits your needs even better.

Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, on both discretionary and non-discretionary bases. The firm delivers advice through bespoke advisory engagements as well as a sponsored wrap-fee program that bundles investment management and trade execution. MWM’s investment process blends top‑down macroeconomic analysis with bottom‑up security selection, using both fundamental and technical methods to construct diversified portfolios across mutual funds, ETFs, structured notes, individual equities and fixed income. The firm tailors allocations to clients’ time horizons, tax status and risk tolerance, and often incorporates multigenerational planning conversations to align family objectives. Noteworthy distinctions include operating its own wrap-fee program and incorporating derivatives and structured outcome products (for example, options, structured notes and buffered/defined‑outcome ETFs) within client accounts, as well as the limited use of margin/borrowings when authorized by the client—each of which introduces additional complexity and specific risks. MWM also describes itself as a fiduciary, offers access to a professional network of legal and tax advisers, and does not impose a minimum portfolio size for participation in its Program.

To learn more about the advisors currently working at Maltin Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.