Melfa Wealth Management - specializing in investment/financial services.

Melfa Wealth Management: Our Philosophy

Our Philosophy

We believe that investing should be long term and trans-generational.  As such, it should be conservative, tax efficient, and unique to every client and family.  Not all clients are a fit for our firm and we only work with families, institutions, and endowments that share similar values.  We do not make reactive trades.  We do not look for the newest, coolest investments.  We manage serious money and our priority is to preserve capital for generations to come. 

We have a competency in passive investment management that has its roots in proven long term academic, Nobel Prize winning strategies, but also engage other investment strategies where appropriate for our clients’ unique situation.  We also have a core competency in some of the oldest investment vehicles in the United States dating back to 1866.

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.