Description
Maltby Wealth Management is a financial planning firm in Marshfield, MA that provides comprehensive financial planning services to individuals and families. The firm was founded by Mark Maltby, a Certified Financial PlannerTM professional with over 20 years of experience in the financial services industry. Maltby Wealth Management offers a wide range of services, including portfolio management, retirement planning, risk management, estate planning, life insurance, small business ownership, cash flow analysis, charitable giving/legacy planning, education strategies, social security strategies, extended care, special needs trusts, debt management, and financial education.