The Melby Group

Our multigenerational wealth management team at Merrill focuses on making financial lives better for a select group of successful business people and their families.
Our team's process is designed to:* Understand what you want to accomplish and why* Identify and effectively address deficiencies and points of concern in your financial picture that put your wealth at risk* Provide you with a game plan to help get you where you want to go as quickly, smoothly, and as tax-efficiently as possible
Three ways to engage our team:* You are considering selling your business with $5MM-$100MM in annual sales* You are an executive navigating the financial complexities of a career transition (RSUs, non-qualified stock options, equity stake in a privately held company)* You have outgrown your current financial advisor and you are looking to upgrade communication strategy, capabilities, and level of service
Additionally, we regularly leverage the world of Alternative Investments – Private Equity, Hedge Funds, and Real Assets – to help deliver diversification and risk budgets that tend to be considerably different.
Overall, successful people understand the importance of a proper plan and the value of executing, both in business and their personal financial life. With the full size, scale, and resources of Merrill and The Melby Group, we hold you accountable to executing your plan and pursuing your financial objectives.

Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.