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 seven generations of successful entrepreneurship and business. We have a particular competency in legacy and trust management and we work with families, institutions, and endowments, who understand that our relationships are long term and multi generational.

  • Perserverence

    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 partners and investment managers, Victor Melfa, Jr. and Victor Melfa, III work closely with The Training Associates founder and Chief Executive Officer, Victor Melfa, Sr. Vic Melfa Jr sits on the board of The Training Associates, while Vic Melfa Sr. serves as economic advisor to MWM. As a result, we have an understanding of the intricate relationships inherent in family businesses and between benefactors and beneficiaries.

Melfa Milestones:

  • Vic Melfa Jr. received INC Magazines’ Entrepreneur of the Year finalist award in 1990 and 1991.  (Ernst & Young, INC Magazine. & Merrill Lynch).
  • Founded & developed Vitronix Corporation into one of the leading & most successful technology distribution and training companies in America.
  • Sold Vitronix to a multibillion-dollar International IT Service Company in 1993.
  • Vitronix Corporation appeared on the INC 500, 3 times - 1989, 1990, 1991.
  • 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.

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 »

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