visit us at Facebookvisit us at LinkedIn
FINRA's BrokerCheck
(772) 672-5125
[email protected]
Wealth Tracker
Contact Us
Stifel

Melville Wealth Management Group

  • Home
  • About Us
  • Who We Serve
    Business OwnersCorporate Retirement PlansFamilies and IndividualsNon-Profit OrganizationsRetirees
  • Process
  • Services
  • Insights
  • About Stifel
  • Resources
    Stifel ArticlesGetting to Know YouNewslettersCalculatorsTax Library
  • Contact Us
    Wealth Tracker
    [email protected]
    (772) 672-5125
    FINRA's BrokerCheck
    visit us at Facebookvisit us at LinkedIn

Retirees

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable.  We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we will discuss what you need and what you want your money to do for you over the long term.  If you have to make tradeoffs, we help you there too, showing you how small compromises might make a big impact over the long term.  We also talk about the things that concern you and offer strategies designed to help alleviate those concerns.  As your lifestyle changes, we will work with you to update your plan to help you stay on track.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning strategies.  Combining our experience with Stifel’s capabilities, you have a full range of resources at your disposal.

FOCUSED SERVICES INCLUDE:
  • Retirement Income Planning Strategies
  • Social Security Optimization
  • Estate and Legacy Planning Strategies
  • Wealth Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Insurance

Stifel and its associates do not offer tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation.

Connect with Stifel on Social Media

visit us at LinkedInvisit us at Twittervisit us at Facebookvisit us at YouTubevisit us at Instagram

Form CRS

Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 
Your Privacy | Important Disclosures 
Investing involves risk, including the possible loss of principal invested.

Contact Me

Contact Me

E-Mail Address

Phone Number

Toll Free

Find Me On

About Me

Certificates

Licenses

    Awards

      Education

        AR State License

        CA State License