Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

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)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

    First Name*

    Last Name*

    Email*

    Phone Number*

    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

    Investment Management

    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

    Risk Management

    Insurance transfers the financial risk of life’s events to an insurance company.
    Learn more

    Tax Planning

    Taxes impact every aspect of your financial life. Our team of CPA’s can help you evaluate strategies to minimize your taxes. Learn more

    Wealth Planning

    Our team will work with you to develop a plan designed to meet your unique needs and goals. Learn more

    Estate Planning

    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.

    Investment Management

    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.

    Read more

    Carson Partners

    Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

    Read more

    Our Locations

    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.

    Read more

    Insights

    Melerine Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

    Video
    Quarterly Market Outlook Highlights: Q4 2021

    Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

    Read More
    Market Commentary
    Market Commentary: 4.3 Million Quit Their Jobs in ...

    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
    Gaming Industry
    Blog
    As Gaming Industry Levels Up, So Does ...

    Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

    Read More
    IRMAA
    Monthly Newsletter
    Who is IRMAA and Why Is She ...

    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
    Blog post
    Weekly Market Commentary