Sophisticated Tax-Sensitive Wealth Management for High-Net-Worth Families
Sophisticated Tax-Sensitive Wealth Management for High-Net-Worth Families
Unlock the potential of your wealth with personalized, tax-sensitive investment management and comprehensive financial planning designed for households with over $500,000 of investable assets.
FINANCIAL ADVISOR IN GREEN BAY, WI
Melotte Financial Advisors, LLC is an independent financial advisor in Green Bay, WI providing fee-only (i.e. no commissions) investment management and comprehensive financial planning to high-net-worth households.
As an independent registered investment advisor I do not sell insurance, annuities, or any other commissionable financial products. The purpose is to remain objective by removing conflicts of interest. This ensures my recommendations are always made in your best interest.
EXPLORE MY FINANCIAL SERVICES
The first step with every new client is to build their comprehensive financial plan, which includes retirement planning, tax planning, risk management and estate planning. The Plan includes a variety of scenarios so we can optimize the investment strategy, mitigate various threats to their long-term financial independence, and minimize lifetime taxes.
BECOME FINANCIALLY INDEPENDENT
Independent Investment Management
You spend over two-thirds of your life either educating yourself for work or working. During those working years you sacrifice and forego some spending in order to put money away so you can eventually retire and be financially independent. My job is to help you achieve financial independence and maximize the utility of your wealth.
My work for you includes two main objectives:
MEET KEN MELOTTE, CFP®
President, Melotte Financial Advisors, LLC
I am an independent, fee-only financial advisor in Green Bay, WI. This means I do not sell any products: no insurance sales, no annuity sales, no commissioned product sales whatsoever.
Although I’m based out of Green Bay, WI I serve clients all over the nation.
Throughout my career I’ve worked with families from various industries and stages of life, including; Fortune 100 executives, Hollywood writer/actor/director/producer, business owners, young W-2 employees, doctors, attorneys, retirees and everyone in between. I have extensive experience with many different circumstances.
