Who We Are
When we founded the Melnick-Wilson Wealth Management Group of Wells Fargo Advisors, we reimagined what a financial advisory practice could be to best support our clients:
Today, we have realized our vision: We are one source that connects each component of your financial life, offering the knowledge and experience to customize a wealth management plan that targets your goals and providing access to the Wells Fargo & Company resources you may need to put that plan into action.
Wells Fargo & Company does not offer legal or tax advice.
Through deep relationships with Wells Fargo Advisors, we can provide you with truly holistic wealth management.
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
- A highly qualified team to advise on more than asset management—including retirement planning strategies, legacy planning and multigenerational wealth
- A resource to answer questions about your specific situation, like when you should begin taking Social Security or whether you have enough money to retire comfortably
- A single point of contact for all your financial needs, serving a leadership role in integrating our recommendations and strategies with your CPA and attorney
Today, we have realized our vision: We are one source that connects each component of your financial life, offering the knowledge and experience to customize a wealth management plan that targets your goals and providing access to the Wells Fargo & Company resources you may need to put that plan into action.
Wells Fargo & Company does not offer legal or tax advice.
Meet the team
Through deep relationships with Wells Fargo Advisors, we can provide you with truly holistic wealth management.
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.