Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Melerine Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Melerine Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our team follows a disciplined process to develop and recommend investment strategies and allocations designed to help you pursue your personal needs and goals. Learn More
Insurance transfers the financial risk of life’s events to an insurance company.
Taxes impact every aspect of your financial life. Our team of CPA’s can help you evaluate strategies to minimize your taxes. Learn more
Our team will work with you to develop a plan designed to meet your unique needs and goals. Learn more
We understand that developing an estate plan can be uncomfortable. We can help you develop and understand you your will, Medical Directives, Power of Attorney and other documents. Learn more
Personalized Wealth Management
Melerine Wealth Management understands the challenges that families face today. Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.
A wealth management firm based in Slidell, Louisiana, our team provides the highest level of service for our local and national clients in financial planning and investment management. We can help you address your needs for today and for many years to come. We look forward to working with you through all stages of your life. Contact us at (985) 643-2802.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
A wealth management firm based in Slidell, Louisiana, our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us at (985) 643-2802.
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Three economic data points released last week indicated the economy continues to rebound despite lingering challenges from the Delta variant. Job openings, which lag other measures by one month, fell to 10.4 million. Declines in demand for leisure and hospitality jobs pulled the openings back from July’s all-time high. Workers are showing increased confidence as a record 4 million people quit their jobs.Read More
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There’s a scene in the TV show Friends where Rachel gets her very first paycheck as a waitress at Central Perk. “Who is FICA and why is he getting all my money?” she poses to the gang. Some people age 65 and older might have a similar sentiment when they get their Social Security check and see a chunk missing that’s gone to IRMAA.Read More
Weekly Market Commentary
- Market Commentary: Unemployment Falls to 4.8%; U.S. Trade Deficit Hits Record
For the second consecutive month, the U.S. job market created far fewer jobs than expected. September’s report showed only 194,000 jobs were created, missing expectations by nearly 300,000. A deeper look at the data shows the report wasn’t as bad as indicated by the overall number.Read more