Our Services

At Malaga Cove Capital, we manage a wide variety of investment accounts and provide support for 401(k) rollovers, transactions, and account maintenance. We strive to simplify and streamline the complexities of your financial situation, ensuring a smoother and more organized approach to managing your wealth.

Our services include, but are not limited to...

Professional Wealth Management

We manage a variety of accounts, including brokerage accounts, trusts, and IRAs, tailoring each to its unique rules and needs.

Account Support and Operations

We assist with account maintenance tasks, including processing money movement via checks, ACH transfers, and wires. We also help clients initiate Required Minimum Distributions to support compliance with retirement account regulations.

Rollovers

We provide support for rollovers of employer-sponsored plans from current or previous employers, facilitating smooth and accurate transfers into new or existing accounts.

Integrated Resource Solutions

We maintain relationships with CPAs and attorneys to connect clients with tax and estate planning professionals as needed. In addition, we offer personalized reviews of financial situations to assess current holdings and discuss potential strategies.