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Office: 14985 West Bell Road, Suite 125
Surprise, Arizona 85374

 
Phone:
Email:
(623) 748-3920
mmaloney@1stallied.com

Team

At The Wealth Store, we understand your individual financial situation is unique and deserves a dedicated approach designed to help put you on track to attempt to pursue your financial goals.

The Wealth Store, LLC is an independently owned full-service financial services firm dedicated to helping clients build and preserve wealth and hard earned assets.

Our independence enables us to establish working relationships with a number of industry leading financial service firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our client’s unique needs.  We have no obligation to sell proprietary products or services, so we can be openly selective in offering only solutions we deem best suited to address your financial objectives and goals.  We can provide you with access to invest in some of the world's best financial products, as well as a variety of other complimentary services that are often necessary to create a comprehensive financial plan.  It's this independent approach that we believe builds trust in client relationships.

 
With over 24 years of experience in the financial service industry, Michael Maloney knows how to cater to his client’s needs. His clientele ranges from those who are planning ahead for retirement to already retired clients looking to...

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For over 4 decades, Michael Moloney Sr., an Arizona Certified Legal Document Preparer, has worked with legal and financial professionals in assisting clients develop and implement their estate plans.Michael began his career in the life...

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Knowledge is the key to a successful financial future. My background and experience has helped me educate families on how money works; the power of compound interest and the destructive effects of debt. I am dedicated to helping...

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Brad has been working with Premier Documents since November of 2016. He has 10 years of experience in the financial and estate planning arena. He holds his Arizona life and health insurance license, notary certification and is in the...

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Cheryl is an Arizona native, who started her financial career while attending Gilbert High School working half days her Senior year as a bank teller. After graduation, she attended Central Wyoming College, studying Business...

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Frank was Born and raised in Iowa and completed his studies at Iowa State University. Moving to Colorado in 1994, he and his wife Kim have gone on to raise two beautiful daughters, Mckenna & Bailey. Frank is an entrepreneur, having...

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Jaimie has been working at The Wealth Store and Premier Documents since 2014. He has several years of estate planning and financial services experience specializing in legal document preparation and case management. He graduated from...

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