Melville Wealth Management Group

Our Mission

Preserving capital and mitigating risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever.  Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment strategies and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support, and guidance that are designed to help make a positive difference as you pursue your financial goals.

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

– Robert Kiyosaki

Insight into those we serve

While our clients certainly represent a diverse cross section of ages, careers, and needs, they share our belief that to be your best, you have to be fully immersed in your life, career, passions, and family.  They appreciate working with financial advisors who are attentive to their needs, so they are free to focus on fulfilling their lives.  With a clear understanding of our clients’ feelings, goals, and aspirations, we treat each client as we do our own families – with trust, care, and integrity.  We’re privileged to look out for their financial wellbeing and be in a position to help make a positive difference in their lives.

A Personalized Approach to Managing Wealth

Individual investments and the markets fluctuate over time, but as your financial advisors, our role remains the same – to offer you customized guidance and help you make informed decisions that reflect your goals.  To assist you in managing and preserving the rewards of your success, we follow the Certified Financial PlannerTM Board of Standard’s comprehensive planning process to help ensure our clients’ needs are effectively addressed and their objectives thoroughly planned for.
Forbes' Best-in-State Wealth Advisors 2022 | 2023 badge

Congratulations to Erik Melville for his second consecutive year being named to

Forbes' Best-In-State Wealth Advisors List!

Forbes’ Best-in-State Wealth Advisors, April 7, 2022 and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication.  Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see