Wealth Management Approach

Creating a Plan for You

At our first meeting, we’ll assess your financial health. We take a look at all of your assets, including real estate holdings, investments, and funds held in your qualified retirement plans. You‘ll get the chance to share your dreams, goals and desires with us. We want to know where you want to be in the future, and help you gain confidence that we can get you there.

Investment Strategy

After our first meeting, our team meets internally to review your situation and formulate a plan to help preserve and grow your assets. Using our own proprietary approach, a portion of your assets is put aside in an account designed to earn money to help fund the next stages of your life. Going forward, we present you with the plan, and make any adjustments based on your input.

Integrated Financial Health

With your input, our advisors will have a customized plan ready to implement for you.  After we have reviewed each aspect of your financial health, we will teach you what you need to know in order to understand how each piece is important to creating a total financial picture that works just for you.

Engage Other Specialists as Needed

If needed, we have strategic alliances with attorneys and estate planners whose services you may need when it comes time to putting all of your retirement or estate plans in place.* These professionals can help you revise your Will, or change title to assets if that is required to implement the retirement or estate plan we formulate for you.
At Melbrod Wealth Management our goal is to deliver the financial services you need to chart your financial course.  While not every client needs every service, we have the capability to provide our clients with the services they need – for where they are now and where they want to be. Our goal is to help you stay on course so you can meet your financial goals.

* Services are provided by third party entities that are separate and unrelated to NPC.