Bringing Confidence to Your Investment Planning
Named to Forbes’ 2025 Best-in-State Wealth Management Teams, our Newport Beach-based team, led by Perry Melnick, MBA and Mitchell Wilson, CFP®, serves high-net-worth families across Orange County. We help clients navigate to, through, and beyond retirement—one thoughtful decision at a time.
Whether you're planning for retirement, recently widowed, going through a divorce, receiving an inheritance, or navigating a liquidity event, we offer personalized guidance backed by exceptional service. We take the time to listen, understand your unique goals, and build a personalized plan that supports you.
Schedule a complimentary consultation to discover how our planning process helps you move forward with clarity and confidence.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
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2026 Outlook: Trendlines over headlines
Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.