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 Planners
Lou Melone in Authority Magazine Feature Article
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
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?
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...