Malloch Wealth Management

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Our Story

People often assume that only those who have mismanaged their money are stressed about finances. However, even the brightest and hard-working individuals, such as university faculty, their families, and former students/alumni that have been saving and investing a while for retirement still worry about their financial future.

At Malloch Wealth Management, we understand the stress and concern that can come with facing financial decisions. After working hard throughout your career to build your wealth, you want to make sure it works hard for you in return when you retire and when you want to leave a legacy. We specialize in helping university faculty, their families, and former students create a lifestyle-sustaining income in retirement without the fear of running out of money or going back to work. Our clients are smart individuals who want to plan ahead for retirement and retire on their terms.

Led by Scott Malloch, a financial advisor with more than 25 years of professional experience, we like to view ourselves as more than just an advisor. We are also an educator and guide. Money does not come with instructions, so Malloch Wealth Management does. Beyond providing financial advice and strategies, we aim to provide clients clarity on the steps they need to take in an easy-to-follow format. Our goal is to make it easy for people to understand what they have to do to achieve their objectives.