Maloney Team

25 Union Place, 3rd Floor

Summit,

NJ

07901

Maloney Team

About the Maloney Team

At the Maloney Team, our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. The team is confident that with our understanding of personal finance, coupled with our knowledge of the financial markets, we can help people better prepare for the future.

After many years in the wealth management industry, we feel a commitment to our community. Our team approach empowers clients with complex needs to navigate their daily lives — an approach that our experience shows has far-reaching benefits.

No one strategy fits everyone, which is why every client receives personal service and undivided attention. Whatever your focus is, we’re here to help. We look forward to working with you.

Resources from our team

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Team locations

Summit, NJ
25 Union Place, 3rd Floor, Summit, New Jersey, 07901

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.