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Our Process

At Melnick Rosenbaum Wealth Management, we build long-lasting relationships with our clients. Our process is intimate and thorough, and is designed to:

  • Identify your current financial picture   
  • Review our recommendations 
  • Create measurable, achievable financial goals with clear objectives
  • Explore varied solutions that incorporate realistic assessments of risk and outcomes
  • Implement and monitor a custom, effective plan that enhances your financial future

We become intimately familiar with you and the way you manage your money. We invest in your story and strive to meet each and every one of your goals.

Our process is facilitated through our vast network of investment, insurance, and finance professionals; each of them certified in their fields and readily available to support you on your financial journey.

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