Katie Malkin
Lead Financial Advisor @Sconset Wealth Management
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WORK HISTORY
Lead Financial Advisor @Sconset Wealth Management
Boston, MA, US
Sconset Wealth Management is a Boston-based financial planning practice specializing in wealth accumulation, wealth preservation strategies, and retirement income distribution planning for high income and high net worth individuals and their families.Five simple but enduring principles embody what we do and whom we serve: duty, integrity, diligence, quality, and consistency.Bound to a fiduciary standard of care, we employ evidence-based research, tools, and best practices to solve our clients\' problems.A comprehensive financial planning process serves as the foundation for service and value we deliver (immediate, future, and intangible). Going beyond “the numbers,” we also explore what is qualitatively and personally valid for our clients, their families, and their goals.
EDUCATION
Elon University - Martha and Spencer Love School of Business
Bachelor of Science in Business Administration
University of North Carolina at Greensboro
Business Administration
SKILLS
ABOUT KATIE MALKIN
ChFC®, Lead Financial Advisor at Sconset Wealth Management
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