Melfa Wealth Management - specializing in investment/financial services.

Melfa Wealth Management

Brief Overview of Melfa Wealth Management

Melfa's Core Values:

  • Tradition

    At Our Core

    We are a boutique investment firm owned and managed by one family with a history of successful entrepreneurship.

    With a particular competency in legacy and trust management, we work with individuals, families, institutions, and endowments for multiple generations.

  • Perseverance

    Inherent to Our Business

    Our investment strategies are conservative in nature. We use tax efficient investment vehicles and we work directly with trustees, accountants, attorneys and other professionals on our clients’ behalf to help ensure preservation and successful legacy transfer of capital.

  • Family

    3 Generations

    Our managing partner, Victor Melfa, Jr. sits on the board of directors of The Training Associates, founded by Victor Melfa, Sr.  Previously, the two founded Vitronix Corp.

    We have an intricate understanding of the unique dynamics present in family businesses. 

Check the background of this firm on FINRA's BrokerCheck.

Melfa Milestones:

  • Vic Melfa Jr. founded & developed Vitronix Corporation into one of the leading & most successful technology distribution and training companies in America.
  • Vitronix Corporation appeared on the INC 500, 3 times - 1989, 1990, 1991.
  • Vic Melfa Jr. received INC Magazines’ Entrepreneur of the Year finalist award in 1990 and 1991. (Ernst & Young, INC Magazine. & Merrill Lynch).
  • Sold Vitronix to a multibillion-dollar International IT Service Company in 1993.
  • Vic Melfa Jr. was a co-founder of Nexar Technologies and had a successful IPO on NASDAQ’s big board.
  • Founded Melfa Financial Services in 1998 after dissatisfaction with money management of wire houses and dissolution of Wall Street investment strategies.
  • Victor Melfa III joined Melfa Wealth Management in 2008 after working at Brown Brothers Harriman – Private Wealth Management Group.
  • Recipient of Boston Five Star Wealth Manager award - 2015 Boston Magazine *
  • Dr. Eric Jacquier joins MWM as Strategist

About Melfa Wealth Management

Melfa Wealth Management (MWM) is a boutique investment services firm. Our clients are located throughout the U.S. with a concentration in New England.  We manage money for high net worth individuals, institutions and endowments. Learn more »

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Melfa Wealth Management is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS Compliance department at 512-697-6000.

*Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area to gather wealth manager nominations. Awards candidates were then evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, and favorable regulatory and complaint history. 17,200 wealth managers in the Boston area were considered for the award. Wealth Managers do no pay a fee to be considered or placed on the finalist of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance. For more information go to fivestarprofessional.com