We Are The Valletta Group
At The Valletta Group, we’re committed to providing personalized financial planning that’s as unique as you are. Founded by Martin Swiecki, our firm blends decades of experience with a methodical, detail-oriented approach inspired by Martin’s engineering background. Whether you’re a physician navigating the complexities of student loans, an automotive executive planning for retirement, or a business owner looking to optimize your wealth, we’re here to guide you through all of life’s financial milestones.
Our Story
The name “The Valletta Group” is deeply personal to our founder, Martin. It honors his Maltese heritage—his mother’s courageous journey from Malta to the United States—and embodies the values of perseverance and a belief in forging one’s own path.
Martin’s engineering background and his passion for financial planning give him a distinct perspective that he brings to every client relationship. As a Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU), Martin’s commitment to ongoing education means that The Valletta Group remains at the forefront of financial planning innovation.
Martin’s engineering background and his passion for financial planning give him a distinct perspective that he brings to every client relationship. As a Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU), Martin’s commitment to ongoing education means that The Valletta Group remains at the forefront of financial planning innovation.
Our passion is working closely with clients as they pursue their aspirations.
Our Process
A Four-Step Approach to Financial Independence
Discovery Meeting
You talk, we listen. Our first step in working together is simply talking about the details of your life—your goals, concerns, and why you’re seeking financial guidance.
We make sure we understand the full picture of your life first before trying to create a financial plan.
Then we’ll walk you through how we work and make a mutual decision on whether we’re a good fit. If we are, we’ll discuss our fees and the next steps.
Foundations Meeting
The next step is a data gathering meeting where we collect all the necessary information to develop your comprehensive financial plan.
You’ll bring or send ahead your financial documents, and we’ll dive deep into your financial situation. We’ll review and validate all the details, ensuring accuracy while discussing any changes that may impact your financial plan.
This step allows us to build a clear, precise foundation for crafting a strategy tailored to your goals.
Financial Plan Presentation
Once we have all the data, our team works behind the scenes to build a personalized financial plan that outlines a clear path forward.
In our third meeting, we’ll present a plan—your “life in a book”—that details everything from investment strategies to tax planning and retirement goals.
We’ll walk you through how much you need to save each year to meet your goals and then focus on how we can work together to make it happen. If you’re on board with the strategy, we’ll move forward to implementation.
Wrap-Up and Ongoing Review
The wrap-up meeting marks the transition from planning to implementation. We review the steps we’ve taken together—what’s been completed, what’s in motion, and what’s still ahead. This is our time to make sure your accounts are in place, transfers are complete, and you have access to your client portal and reports.
It’s also where we confirm future priorities, table any longer-term goals for upcoming reviews, and establish your ongoing service schedule—typically semi-annual or quarterly—so your financial plan keeps pace with your life.
Our Team
Our team is united by a common mission: to guide you through your financial journey with precision and care. We believe in offering personalized, transparent advice that reflects our values of family, hard work, and a dedication to your financial freedom.
Financial Planning & Investment Management
Founder and CEO of The Valletta Group, an independent wealth management firm based in Northville, Michigan. With nearly two decades of experience in financial services, Martin specialises in helping individuals and families navigate life’s transitions, with a particular focus on serving medical professionals, automotive industry executives, and business owners.
A senior investment executive with 27+ years of success integrating fundamental analysis, quantitative research, technical, and derivative management strategies to meet portfolio management objective, risk, and performance goals.
Bringing over 30 years of industry experience, Malcolm acts as Chief Market Strategist and curates a range of market commentaries as well as facilitates in investment decision processes.
Travis holds a primary focus on investment analysis, and helps lead the Portfolio Management & Trading team for a network of advisors
Support, Operations, & Compliance
Jacob Stewart is the Director of Information Technology for Stratos Wealth Partners. His team provides full-service helpdesk support firm-wide.
Kevin Elvington is the Director of Marketing for Stratos Wealth Partners, Ltd. He is responsible for managing the development, communication, and implementation of all marketing strategies and initiatives.
Our Promise
Our Commitment to You
At our firm, we’re proud to maintain a select group of clients so we can provide each person with the attention they deserve. Our process goes beyond basic financial advice. Together we partner to build wealth for your family, make the most of your retirement savings, and create a meaningful legacy.
Book A Consultation
Ready to Start Your Journey?
Contact us today to schedule your initial consultation and take the first step toward pursuing your financial future.
