Maltin Wealth Management, a registered investment advisory firm, has been formed by Peter Maltin and Michael Lynch. Maltin, principal of the new firm, was with Merrill Lynch for the past 13 years, where he most recently served as first vice president and wealth management advisor. Lynch, who serves as wealth management advisor of the new firm, began his career at Lehman Brothers and then moved to Fieldpoint Private Bank & Trust. He most recently served as a financial advisor at Merrill Lynch. Maltin Wealth oversees approximately $125 million in assets and has annual production of over $1 million.
Maltin Wealth Management, located in Paramus, N.J., provides financial planning services for individuals, families, institutions, and not-for-profit institutions.
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