*Melone Private Wealth LLC ("Melone Private Wealth") is a registered investment advisor with the U.S. Securities and Exchange Commission. Securities are offered through LPL Financial, Member FINRA/SIPC. LPL Financial and Melone Private Wealth are not affiliated. Melone Private Wealth provides investment advisory and related services for clients nationally.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.
"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."