Introducing Mellert, DiScala, and Associates, a dynamic team of wealth management professionals dedicated to providing personalized financial solutions to individuals, families, and institutional clients. With over 66 years of combined experience, Todd DiScala and Doug Mellert lead the team with expertise, integrity, and a commitment to excellence. Recognized by Barron’s and Forbes, our team specializes in comprehensive wealth management, leveraging our deep industry knowledge and extensive network of specialists to help clients achieve their financial goals and secure their financial future. Whether it is retirement planning, estate management, or institutional financial solutions, Mellert, DiScala, and Associates are here to guide you every step of the way.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CPFA®, CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
