|Mission||At Melville Wealth Management of Raymond James, we never follow a “one-size-fits-all” approach to managing something as complex and personal as your wealth. Instead, we take the time to get to know you and your family as well as we know our business. We listen to your thoughts and ideas so we can formulate a plan centered on your unique objectives – providing a distinctive level of service and guidance that’s focused solely on you.|
|Description||We’re dedicated to providing comprehensive wealth management services to successful families, individuals and business owners through lasting, personal relationships. As our clients’ trusted partner, we stand ready to assist with any need, from researching appropriate insurance coverage to purchasing a vehicle for your family or business – and everything in between. In short, our mission is to manage the day-to-day details of wealth so you can focus on the business of life.|
|Awards||Erik Melville CFP® | CERTIFIED FINANCIAL PLANNER™ Professional|
We offer a wide array of services backed by our extensive knowledge and in-depth experience, which, when combined with our deep understanding of your goals – for your family, your lifestyle, your retirement and your legacy – are designed to help you realize the future you’ve worked so hard to achieve. As we work together, we’ll utilize the services listed here, as appropriate to your unique circumstances and goals:
-Asset Management – Personal asset management of individual portfolios by professional asset managers is now available to most investors. Among the many advantages of asset management, the most important is the expertise of a manager who understands your objectives and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.
-Retirement Planning – In today’s rapidly changing world, retirement planning has never been more challenging. Whether your retirement is still some time off, fast approaching or already here, working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
-Estate Planning and Trust Services – Few things give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are protected from estate taxes and preserved for their heirs. By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations. Raymond James does not offer tax or legal advice.
-Education and College Planning – You have big dreams for the children in your life. Don’t let a lack of planning sidetrack those aspirations. With professional knowledge and guidance, you can help give your child or grandchild the bright future he or she deserves.
-Investment Banking – Ray