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.
– Brett Malamet, Founder of the Malamet Group
I Love Winning for the Clients I Serve.
Those who work with Brett Malamet are typically seeking more than just capital growth. They are looking for a trusted advisor to help navigate family dynamics, tax considerations, estate structures, and multi-generational planning—areas where trust, privacy, and precision matter most. Brett’s work is grounded in deep understanding and a tailored approach to each family’s priorities.
Forbes "Best-in-State Wealth Advisors"
Forbes "Best-in-State Wealth Management Teams"
Want to Know More?
The Malamet Group believes that great client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance.
Primary Focus Areas
Wealth Management
Financial Advice
Investment Insights
Recent News
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.