Melfa Wealth Management - specializing in investment/financial services.

Melfa Wealth Management - Trust and Endowment Management

Trust and Endowment Management

We work directly with top accountants, trust and estate attorneys.  We work closely with these professionals and our clients on income distribution, covenant planning and transfer.  Our clients receive detailed statements and reports on their accounts that clearly illustrate fees, net returns and pertinent tax information.   Tax efficiency and transparency in all accounts is an essential goal.

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.