Melfa Wealth Management - specializing in investment/financial services.

Melfa Wealth Management - Philanthropy


We help clients set up 501(c) charitable accounts and work directly with clients in their philanthropic endeavors.  We help advise clients on how and when to gift to maximize both tax benefits and establish lasting and meaningful donations to whatever institution or organization our clients choose to endow.

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.