Wealth Management Consulting Your Personal CFO Professional Investment Management Get Organized

Families

We can help you and your family put it all together.

Learn More

SWM Videos

Access our complete media library.

Learn More

Businesses

We offer insight for entrepreneurs and executives.

Learn More

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.

Helpful Content

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow