Skip to main content

The Melnick-Wilson Wealth Management Group of Wells Fargo Advisors

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.
 
 

Meet Our Team

Leave this empty:

Thank you for your submission!

Working with Us

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.


What to Expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:

  • Time – to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.  

Put your future into focus today. Contact us to get started on a personalized investment plan.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

Learn More

Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

Learn More

Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

Learn More

Contact

Leave this empty:

Thank you for your submission!

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.

Get the report
Why Invest With Us

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.

Learn More