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Our Process

At Melnick Rosenbaum Wealth Management, we specialize in creating and developing quality relationships with our clients by providing integrated and coordinated financial solutions to help clients reach their personal and business goals. Drawing upon a broad network of benefit, investment, insurance and financial professionals throughout the United States, our goal is to assist business owners, professionals and high-net worth individuals and their families prepare for a secure financial future. Together we go through a financial coordinated process designed to help you identify and focus on your unique objectives. The extensive network of resources available to us through our affiliated companies allows us to match nearly any need or concern you may have with the most appropriate solution.


  • Identify your current financial status
  • Determine your financial goals and objectives
  • Explore varied solutions
  • Help you, with other trusted advisors, implement a plan