2 Ethel Road
Stan J. Malecki, AIF® is a seasoned financial professional with nearly 30 years of experience, specializing in strategic exit planning for business owners, investment and wealth management, retirement planning, 401(k) rollovers, trust accounts, and insurance solutions. As an Accredited Investment Fiduciary (AIF®), Stan upholds the highest standards of integrity, always placing his clients' best interests first.
For outdoor-loving business owners, Stan offers personalized service, recognizing their unique needs and aspirations. He collaborates closely with them to develop comprehensive exit plans, ensuring a smooth transition of business ownership while preserving their financial security and passion for the outdoors.
Stan's commitment to his clients' well-being is evident through his dedication to educating them on tailored services and tax-efficient strategies. Since becoming a Registered Representative in 1993, he has earned the trust of his clients as a reliable financial consultant, and holds Series 6, 7, 24, 51, 63 and 65 securities registrations through Cetera Advisor Networks LLC.
As a trusted partner throughout their entrepreneurial journey and beyond, Stan J. Malecki is dedicated to helping outdoor-loving business owners pursue their long-term financial goals and enjoy the rewards of a well-planned exit strategy.
Outside of work, Stan indulges in quality coffee and fine cigars while dedicating time to the family hunting farm. His true passion lies in the great outdoors, where he enjoys hunting and fishing.
Every portfolio has risk. What's yours?
We can use Riskalyze to measure the risk of your investments, compare it to your unique risk profile, and create a portfolio that matches your risk tolerance. It also allows us to track your portfolio's performance over time and make any necessary adjustments to ensure it is meeting your needs. With Riskalyze, we can ensure that your investments are tailored to your specific risk profile and goals.
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!
We understand that frequent and comprehensive meetings are important for a successful financial plan.
Initial establishment of your financial plan may take 2 to 3 meetings.
As an active client, you can expect 1 to 2 progress meetings annually, and unlimited phone and email conversations!
These are all included in your financial plan compensation, and more meetings may be added if necessary.
When working with Stan, there are a few options to consider regarding financial planning compensation:
$500,000 minimum in asset management, according to the cost schedule below.
$3,000 annual financial planning rate.
If you cannot fully meet either of the above options, we may discuss a combination option to suit your individual needs.
If you have any questions, please reach out for more information about compensation/fees!
Please refer to the client agreement and ADV 2A for full program cost.
*Annual investment advisory fees are billed quarterly and based upon the account value at the end of each quarter. Family members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints. Additional program fees and fund expenses may apply.