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Our expertise.

Our expertise.

Our top priority is serving our clients. From wealth management to retirement solutions, our professional insight and financial strategies can help you pursue your investment goals with confidence.

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Work with Us.

Work with Us.

No matter the complexity of your investor profile, we believe a holistic financial strategy and investment management create better outcomes. It starts by identifying your risk number.

What is your Risk Number?

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management through LPL Financial

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Peak-Career

Wealth-building strategies for professionals

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Estate Planning Strategy

Strategies for every phase of life

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Our Process

STEP

1

Initial Phone Meeting

Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery.

STEP

2

First Meeting

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain English answers to four critical questions.

STEP

3

Our Analysis

We will apply thousands of hours of training and mentoring by the industry’s experienced professionals to answer the following questions:

  • Can you afford to retire?
  • Are you overpaying your taxes?
  • Can your portfolio be improved?
  • Can you eliminate, or at least reduce threats to your retirement?

STEP

4

Second Meeting

During this meeting we will explain, in plain English, exactly what you need to do to address your financial goals, including the answers to the four questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can manage your finances.

STEP

5

Reflection

We are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like/trust/respect the team at Mallory Wealth Management?
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

STEP

6

Implement

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.