FAQ About Brett Malamet Cpm Cpfa

• What is Brett Malamet Cpm Cpfa's address?

  Brett Malamet Cpm Cpfa is located at
  Incline Village, Nevada, United States

• What is Brett Malamet Cpm Cpfa's job title?

  Brett Malamet Cpm Cpfa is a As the founder of The Malamet Group, I love winning for the clients I serve. Nothing gives me more satisfaction than seeing them attain a long-held goal, whether that’s selling their business, implementing a tax-sensitive approach to investing, designing a thoughtful legacy for their children and grandchildren, diversifying a concentrated position, or enjoying a secure retirement. When clients speak to me, they recognize my intense engagement with their needs and my commitment to their well-being. My team and I get things done. No one, I believe, outworks us. Service is the foundation of our practice and the means by which we differentiate our approach. MY FOCUS: - I serve a select group of high-net-worth clients who have complex financial lives, helping them unify and streamline multiple aspects of their wealth. Each client is different, requiring the customization and one-on-one attention that I can provide. - My approach is deeply personalized, creating a boutique-like environment within the expansive capabilities and reliability of a major firm, Merrill / Bank of America. - I have extensive experience catering to the needs of business owners who anticipate a liquidity event, transfer, or expansion. I help them optimize the structure and function of their enterprise before a major transaction, helping them capitalize on time-sensitive opportunities. - I also work closely with senior executives, many of whom are in technology. They look to me for tax-sensitive approaches to investing, wealth transfer, philanthropy, and retirement strategy. I’m also adept in managing concentrated stock and mitigating risk. MY PASSIONS: - I love to help people get from Point A to Point Z in their financial lives. Clients know I am there for them and their families. - I’m an avid golfer, skier, backpacker, and mountain biker. - I enjoy spending time outdoors with my Siberian Husky Naiyah. Link with me or reach me directly at brett.j.malamet@ml.com.

• What industry does Brett Malamet Cpm Cpfa currently work in?

  Brett Malamet Cpm Cpfa currently works in the Merrill Lynch |

• Which languages does Brett Malamet Cpm Cpfa speak?

  No Languages Available

• Which industries has Brett Malamet Cpm Cpfa previously worked in?

  Brett Malamet Cpm Cpfa has prior
  experience in the following industries:
  Wells Fargo

• What is Brett Malamet Cpm Cpfa’s work experience?

  Brett Malamet Cpm Cpfa has the following professional experience:
  Merrill Lynch | Wells Fargo

• How can I find Brett Malamet Cpm Cpfa on LinkedIn?

  You can view Brett Malamet Cpm Cpfa’s LinkedIn profile at LinkedIn URL

• What are Brett Malamet Cpm Cpfa’s work email addresses?

  Brett Malamet Cpm Cpfa’s work email
  addresses are
  brett.j.malamet@bankofamerica.com

• What company does Brett Malamet Cpm Cpfa work for?

  Merrill Lynch |