We offer a cup of coffee...and a second opinion

The Melone Private Wealth Difference

The Melone Private Wealth Difference

Your Plan.  Your Life.  Your Goals.  Our Guidance.

Our business model, our framework for planning and view on client relationships is different from many advisory firms. Trust is Standard.

Our Client Life Process is a unique blend of advanced technology, behavioral coaching, and a living financial plan that reflects your retirement goals and changes as your life evolves.

Clients trust Melone Private Wealth’s financial planners because they provide peace of mind while protecting and growing wealth

Learn more
  • Lou Melone, CFP has been named a Five Star Wealth Manager for the 13th consecutive year.
  • Branden Carney has been named Five Star Wealth Manager for 2 consecutive years.
Learn more
Episode 6: Behavior and Your Retirement<br/>

Episode 6: Behavior and Your Retirement

In the world of behavioral finance, there are common mistakes people make that can impact their financial well-being. Episode six explores nine key behaviors that often lead individuals down the wrong path in their financial decision-making.

These behaviors can be seen as the "nightmare" of mistakes, as they have the potential to wreak havoc on your financial future.  Branden Carney, CFP® and Lou Melone, CFP® of Melone Private Wealth join RJ King of DBusiness Magazine to discuss.

This financial planning podcast helps answer a fundamental two part question ‘will you outlive your money, or will your money outlive you? …And the answer comes down to having a plan and understanding behavioral investing.