Committed to helping you pursue the life you envision
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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 that’s 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. Why Work With a CFP® Certificant?
The Certified Financial Planner™ certification identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.
For information about the CFP® program, click here.