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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Tips to avoid checking in luggage on your next vacation.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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 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.
Even low inflation rates can pose a threat to investment returns.
Here’s a crash course on saving for college.
You’ve made investments your whole life. Work with us to help make the most of them.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.