Published by Todd Melerine CPA, CFP®
With the arrival of spring, many of you will soon be planning backyard barbecues and family gatherings. Down here in Southeast Louisiana, we do things a little differently. We have crawfish boils! Read more
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.
Tell us a little more about your investment objectives and level of comfort with risk.
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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
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.
The S&P 500 dropped 0.7% last week primarily due to a sharp decline on Monday after the Chinese retaliated against increased U.S. tariffs. The global MSCI ACWI also declined 0.7% as international developed markets increased slightly, but declines in emerging markets pushed the overall index lower. Read more
If you’ve worked in business, healthcare, ministry or almost any corporate entity in the last generation, chances are good you’ve taken a personality test – perhaps even a few. You found out you’re an ENFP or an INTJ or an Otter/Lion, or a Steady Wing 2 who needs to focus on your Bright Side. These tests tell you how you digest information, how you play with others and often things you didn’t know about yourself. Read more
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more