Bob Malek

Background

About Bob Malek

For the past 40+ years, I have had the privilege of helping clients build wealth, protect wealth, and distribute wealth in the the most tax-efficient manner possible. There have been many changes during that time, but my commitment to knowledge and excellence have remained consistent. I greatly appreciate the trust and confidence my clients have placed in me. We guide clients on their financial journey in life. Planning their road map begins with understanding the “why” before mapping the “how”. Everyone has a financial journey and the “why” makes yours unique. The “how” is a customized financial strategy aligned with your specific needs and values. Our holistic approach weaves investments, insurance, tax and legacy planning into a clear and understandable plan. We have the tools and resources to help you get organized so that together we can help make better financial decisions for you, your family, and/or your business. All of your assets and important documents in your private and secure portal makes it easier to keep track of what you have. As a firm, we feel fortunate to be partnered with Cambridge Investment Research, Inc as our independent broker-dealer so that we may offer our clients unbiased investment advice. The mutual values we share benefit both our individual and business clients. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, and member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Malek Wealth Advisors and Cambridge are not affiliated.