Melone Private Wealth

How We Grow & Protect Your Wealth

Learn how all of the complexities of planning come together for you

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

Wealth Planning

The road to retirement has many twists and turns and our team will assist in the navigation of you reaching your goals

Portfolio Management

Our disciplined, behavioral investment process will build you a portfolio designed to your family’s goals and to help weather changing market conditions

Exit Planning

We integrate an exit strategy into business, personal, and financial goals of the business owner. Lou Melone, CFP® is a Certified Exit Planning Advisor®

Estate Planning

Generational financial planning to preserve your legacy

Tax Planning

Our team of advisors will work with your CPA in designing the most tax efficient strategies

Risk Management

Guidance on types of coverages because you want to retire with peace of mind

Value of Advice from A Financial Planner

It is a question that has been and will be asked by clients or prospective clients - Are you worth your fee?

Learn the factors that help determine the value of the advice our financial planners give.

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