The MICPA Member Advantage

Melone Private Wealth
Melone Private Wealth

3121 University Dr., Suite 180
Auburn Hills IL, 48326

Website: https://www.meloneprivatewealth.com

Phone: 248.499.8721

Email: lmelone@melonewealth.com

About Us

Our mission is to enhance our clients’ lives by helping to provide financial clarity and investment confidence while preserving and protecting the wealth they have built. We guide our clients through a collaborative financial life-planning strategy that enables informed financial decisions and removes daily market noise which empowers them to live life by their own design.


We use interactive technology to simplify a complex financial world. Our clients view the potential impact of their decisions, not just today but throughout their entire lifetime. We seek to reduce the anxiety and uncertainty around retirement by helping people answer: Do you know exactly how much money it is going to take for you to retire comfortably and to remain comfortably retired?


We believe the financial planning team includes CPAs.


When CPAs and financial planners work closely together, their clients benefit. We not only work closely with CPAs, but we have specially built tools and processes for collaboration and provide thought leadership on the topic of financial planning specifically for CPAs.


Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning.


Click here to learn more about the CPA Tools we provide: https://www.meloneprivatewealth.com/cpa-tools


Our plans help you answer two questions: Do you have enough to retire and to retire comfortably?


We understand the anxiety and uncertainty those two questions contain. Our collaborative financial life-planning process uses cutting edge technology and seeks to reduce your stress, provide financial clarity and investment confidence, while preserving, protecting, and growing the wealth you have built.

Benefits

A Cup of Coffee and a Second Opinion

When the markets turn as volatile and confusing as they have in the past, even the most patient investors may come to question the wisdom of the investment plan that they have been following. You may have come to the realization that you believed you had a good plan when in fact, you don't. As Warren Buffet once said, “When the tide goes out, you find out who was swimming without shorts.”

At Melone Private Wealth, we have seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing.

We would like to help, if we can, and to that end, here's what we offer:
A Cup of Coffee and a Second Opinion

By appointment, you or your clients are welcome to come in and sit with us for a while. We will ask you to outline your financial goals- what your investment portfolio is intended to do for you. Then we will review the portfolio for and with you.

If we think your investments continue to be well-suited to your long-term goals- in spite of the current market turmoil –we'll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

Either way, the coffee is on us.

Resources

MICPA Member Advantage provides valuable information, programs, tools and resources exclusively for members of the association. Our partners respect the integrity of the CPA and understand your diverse needs.

Explore this program to learn more.