sMelfa Wealth Management - specializing in investment/financial services.

About Melfa Wealth Management

About Melfa Wealth Management

Melfa Wealth Management is a boutique investment firm now in its second generation. Our managing partner, Victor J. Melfa Jr. was the founder and President of a two time, INC 500 Company and was chosen as a Merrill Lynch/Ernst & Young Entrepreneur of the year finalist on two distinct occasions. Mr. Melfa was also a cofounder of a company that had a successful public offering on NASDAQ. Through his successful years in business and finance, Mr. Melfa has been afforded an investors perspective on asset management.

The advisors of MWM manage investments for high net worth families, foundations and institutions.

Our investment nature is conservative and long term – we do not believe in market timing and do not make daily trades based on near term market or economic movements. Our accounts are diversified in order to minimize risk as well as having an emphasis on minimizing turnover in order to maximize tax efficiency.*   

*Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

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.