Melfa Wealth Management is an independent 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 has been inducted into the New England Financial Hall of Fame and was also a cofounder of a company that had a successful public offering on NASDAQ. Through his successful years in business, finance and investing, Mr. Melfa saw a major void in professional money management and witnessed the conflicts that are inherent with Wall Street firms. As a result he formed Melfa Financial Services in 1998 with the goal to bring clients the strongest money management solutions available, in a conflict free and transparent model.
MWM offers investment management as well as retirement and estate planning for individuals, families, and institutions. We work closely with our clients in the accumulation, distribution, preservation and legacy stages. The MWM team partners with a handpicked team of accountants and estate planning attorneys on our clients' behalf. Our risk management specialists assist our clients in life, disability, long term care and overall insurance planning. At Melfa Wealth Management, we pride ourselves with personal client relationships, principal and personnel expertise, exceptional client service, state of the art technology, and specialized institutional solutions that are tailored to our clients needs.
