Welcome to Sammut Wealth Management
We provide digital financial planning and investment management services to entrepreneurs, executives and families. Our clients have diverse needs, significant demands on their time and seek a "Total Approach" to personal financial management.
Our process goes beyond financial statements and the daily fluctuations of the stock market. We work as a partner with each client. We collaborate with your other advisors online. And we work to ensure that your financial world is organized, up-to-date, and well-aligned with your unique goals.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
It's important to understand how inflation is reported and how it can affect investments.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
It may help your business be better prepared in the event of the death of a principal or key employee.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five strategies for managing your student debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.