Broker Check

Welcome to our Client Center!

Whether you are an existing client or prospective one, we have resources to help you build your financial confidence.

Explore the links below to educate yourself, then take the next step by contacting your financial advisor today.

Skim the Basics

Reading is SO 1923. So, we designed our content to be skimmable and bite-sized! 

We want to make financial education available for all. This means for you! 

Check out our blog for content created just for you:

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Account Access

Albridge logo, links to the albridge page

Assessing your Personal Risk

How much risk should I take with my investments?

We firmly believe that relying solely on an advisor's reassurance is not enough. Instead, we advocate for a more scientific and objective approach to evaluate portfolios. Understanding the critical role this plays in our clients' overall success, we have made it a top priority.

As experienced advisors, we offer a wide range of services, such as identifying financial goals and creating customized plans to achieve them. It's crucial to note that we cannot alter your risk profile, as that is an individual aspect unique to each investor.

Interestingly, many individuals are unaware of the precise level of risk present in their current portfolios. That's where we step in to help.

Our team can conduct a thorough review of your existing investment lineup, calculating its risk number, and then compare it to your personal risk number. This analysis often reveals a significant disparity between the amount of risk you are willing to take and the actual risk exposure in your portfolio. We can craft an investment portfolio that aligns with your comfort zone, offering a balanced range of potential gains and losses over time.

Ready to take the next step towards financial confidence? Click on the Riskalyze logo below:

Riskalyze logo, links to the Stan Malecki financial advisor Riskalyze page by Nitrogen

Keep your Financial House in Order

Our first priority is helping you take care of yourself and your family, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  We can start by creating your personal road "map"  by using Asset-Map, which helps you put everything on one page so that all finances can be spread out on the table before you. 

Want to see what your personal road map looks like? Let us help you on your journey!
Take a moment to collect your information to clarify what matters about your household's financial life by clicking on the Asset-Map logo to learn more.  

Asset Map logo, links to the Stan Malecki financial advisor Asset Map login page

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