The Melnick-Wilson Wealth Management Group of Wells Fargo Advisors

The Melnick-Wilson Wealth Management Group approach to wealth management

We define wealth planning as the intersection between your money and your life. It starts with your investments, cash flow and balance sheet—then it expands to encompass your goals for retirement, legacy, philanthropy and other areas that are important to you.

Our planning process groups your objectives into four categories, which can help you identify what you want your wealth to make possible. Then, we integrate targeted strategies into your investment plan:



As part of a larger financial institution, our team has access to significant resources and broad-based support.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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