Melville Wealth Management Group

Committed to Helping You Pursue the Life You Envision

People arrive at wealth in many different ways – some build thriving businesses; others simply work hard and manage their money wisely. Regardless of how you achieved financial success, it’s important to take an approach to preserving it – customized to your specific needs and vision for the future.

At Melville Wealth Management Group, we never follow a “one-size-fits-all” approach to managing something as complex and personal as your wealth. Instead, we take the time to get to know you and your family as well as we know our business. We listen to your thoughts and ideas so we can formulate a plan centered on your unique objectives – providing a distinctive level of service and guidance that’s focused solely on you.

We’re dedicated to providing comprehensive wealth management services to successful families, individuals, and business owners through lasting, personal relationships. In short, our mission is to help you manage the day-to-day details of wealth so you can focus on the business of life.

Meet the Team

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, we’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.