We offer prospective clients a variety of financial planning options, from periodic planning sessions to ongoing investment management, financial planning, and advice. Our clients include individuals, families, and small business owners. We provide customized engagements personalized to match each client’s unique circumstances.
Malaguti Wealth Management accepts no commissions or other incentives for recommending particular investments or other financial products. We provide service to our clients with their best interests in mind, at all times.
We accept clients from across the U.S. In addition to working with clients in traditional, in-person settings, the firm also employs live, web-conferencing technology to work with clients across a wider geographic area.
Fee-only financial planning and investment advisory services are offered through Malaguti Wealth Management, LLC, a registered investment advisory firm registered with the Pennsylvania Department of Banking and Securities.
1. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via linkto any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
2. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
3. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.