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Our Firm

You Are Our Priority

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Who We Serve

Who We Serve

Goals can change with life circumstances – we are here to assist you in making smart financial decisions. What makes us different is our commitment to our family of clients. Acting as diligent risk managers and thoughtful stewards of your wealth, we choose to work with a select number of families. This enables us to focus more fully on you – your life, family, goals, legacy, and any other significant issues strategically impacting your financial decisions. We look forward to working with you.

Building an extraordinary practice by giving back

LPL sat down with advisor Joel Malakoff, who shared that he’s built his extraordinary financial practice by being focused on giving back to the community and being socially responsible. Malakoff grew up going on mission trips, and he chose to take what he learned about community, faith, and humanity, and focus on the economic side and join his family business at Master Wealth. “What I found is that whatever I’m doing, I just love to build and grow things,” said Joel. And for him, he added, the idea of driving business growth is affirming “that we have a real value for people…and also for the life and well-being of the community.”

How We Serve

How We Serve

As ongoing advocates of your best interests, we proactively build relationships nurtured by mutual trust, shared values, and open communication.

We are committed to helping you discover new possibilities for what your wealth can do for you today, tomorrow, and in generations to come.

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