
Joshua D. Malkin
Welcome to The Malkin Group at Morgan Stanley Private Wealth Management.
At The Malkin Group, we operate as your personal Chief Financial Officer, taking a comprehensive and strategic approach to managing your financial life. We organize and oversee all aspects of your wealth, coordinating seamlessly with your attorneys, accountants, and insurance representatives. Our mission is to simplify complexity, alleviate stress, and help you achieve clarity and confidence in your financial decisions.
Whether it is asset and liability management, estate planning, or investment strategy, we are deeply committed to providing personalized guidance tailored to your unique needs. With a focus on high net worth and ultra-high net worth individuals, our team of experienced professionals, including three Certified Financial Planners, offers deep expertise and access to the powerful resources of Morgan Stanley Private Wealth Management.
Our Services Include:
We are a team of financial professionals united by one common goal: to help you face the challenges and embrace the opportunities that come with managing significant wealth.
We look forward to working with you.
Named one of Barron's Top 250 Private Wealth Management Teams in 2024 & 2025
Source: barrons.com (Awarded 2024-2025) Data compiled by Barron's based on a 12-month time period concluding in December of the year prior to the issuance of the award.