Our purpose is to learn the story of you and your unique finances
Our process is tailored to your financial goals
Our mission is to guide you to a place of financial peace
At Melnick Rosenbaum Wealth Management, our focus is you. We become intimately familiar with you and your financial goals, and then we use every resource we have to make those goals a reality.
It doesn’t matter if you’re just starting in your career, if you’re nearing retirement, or if you’re somewhere in between. Everyone has a different financial path, and we are here to help you on your journey.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
"Although we work through financial markets, our goal is to help Main Street, not Wall Street."