Schedule an Introduction Meeting where we discover your life and financial goals.

We work together to design a financial plan that considers your current situation and any future events.

We guide you in implementing the necessary steps of your financial plan and monitor your situation on an ongoing basis.

Malachi Wealth Strategies was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format.

We utilize a proprietary process, the 3:10 FORMula, that integrates wealth management with risk and cash management, income and tax planning, and philanthropy for successful families, professionals, and business owners.

Our goal is to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format by planning first and investing second.