Higher Net Worth families and Business Owners want a team to help simplify their financial lives, as well as provide customized independent solutions.
As a Registered Investment Advisory (RIA) firm, we provide non-bias, independent advice. And as a Fiduciary, by law we must act in our clients’ best interest whereas the larger wirehouse brokerage firms don't.
We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.
5 Star Wealth Planner*
*Lou Melone in Authority Magazine November 2019
*Lou Melone in Authority Magazine January 2020
*Lou Melone in Thrive Global February 2020
*Lou Melone in Authority Magazine March 2020
Designing Retirement Plans for Closely Held Businesses
Selling a Business
Types of Retirement Plans for Closely Held Businesses-2020
2019 Plan Comparison Grid
CPE for CPAs Program
Financial Planning Resources for CPAs
*"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."
Lou helps clients answer two questions 1) Do you know exactly how much money it is going to take for you to retire comfortably and 2) to remain comfortably retired?
Cindy is our Client Service Assistant. She is responsible for client outreach and assists in the operations of the firm.
Client Relationship Manager
Vito works as a marketing consultant for Lou Melone's team. His activities include communicating information about financial planning and behavioral investing. He updates the website, manages social media and reviews the data and...