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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
For homeowners who think their property taxes are too high, there are ways to appeal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here is a quick history of the Federal Reserve and an overview of what it does.