The MICPA Member Advantage

Our mission is to enhance our clients’ lives by helping to provide financial clarity and investment confidence while preserving and protecting the wealth they have built.

We guide our clients through a collaborative financial life-planning strategy that enables informed financial decisions and removes daily market noise which empowers them to live life by their own design.

Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning.

Click here to learn more about the CPA Tools we provide: https://www.meloneprivatewealth.com/cpa-tools

A Cup of Coffee and a Second Opinion

When the markets turn as volatile and confusing as they have in the past, even the most patient investors may come to question the wisdom of the investment plan that they have been following. You may have come to the realization that you believed you had a good plan when in fact, you don't. As Warren Buffet once said, “When the tide goes out, you find out who was swimming without shorts.”

At Melone Private Wealth, we have seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing.

We would like to help, if we can, and to that end, here's what we offer:
A Cup of Coffee and a Second Opinion

By appointment, you or your clients are welcome to come in and sit with us for a while. We will ask you to outline your financial goals- what your investment portfolio is intended to do for you. Then we will review the portfolio for and with you.

If we think your investments continue to be well-suited to your long-term goals- in spite of the current market turmoil –we'll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

Either way, the coffee is on us.