THE ROLE OF REAL COUNSEL
Navigating wealth management can be overwhelming for families facing intricate financial decisions. Mellig Group - Wealth Advisors serves as your safe harbor. We stand in contrast to the complex and often self-serving world of financial institutions, providers, bankers, and sellers. Our sole focus is your well-beign and securing your financial future.
UNDERSTAND YOUR CHOICES
PLAN WITH CONFIDENCE
EMPOWER YOUR LIFE
Our commitment: Providing tailored solutions for your unique financial journey.
Our mission: We guide you towards achieving your financial goals through comprehensive wealth management. As your trusted advisor, we offer strategic, fact-based solutions across your personal, financial, and professional spheres.
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Our pillars of strength:
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Strong problem-solving: Our team excels at analyzing challenges and crafting effective solutions.
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Dta-driven approach: We leverage in depth analysis to guide your financial decisions.
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Experienced team: Our dedicated staff, with diverse backgrounds and expertise, provide personalized support.
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Our clients seek us for our wealth management excellence, expertise, and independence - No matter how big or small, we have a solution to your needs. Whether you are established in the United States or lives abroad, our services are tailored to your needs.
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Mellig Group - Wealth Advisors is a registered advisory firm (RIA), independently owned, specializing in Wealth Management Services for individuals, families, and companies. Headquartered in Houston, Texas, with offices in The Woodlands, Texas, Coral Gables, Florida, and Tempe, Arizona.
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OUR TEAM
A DEDICATED GROUP AT YOUR SERVICE
MICHELE
LOPEZ
MANAGING PARTNER &
CHIEF INVESTMENT OFFICER
EDUARDO
LUCCA
MANAGING PARTNER &
SENIOR FINANCIAL ADVISOR
ROXANA JUSTINIANO
FINANCIAL ADVISOR
MULTIPLE WAYS WE ADD VALUE TO YOU
BY REDUCING OVERALL
COSTS
Don't settle for less. Unlock your financial potential. Your money deserves to work as hard as you do. Just because it's sitting in a particular institution doesn't guarantee you're getting the most out of it.
Review your current investments, analyze fees and costs, and explore alternative options. Be smart, be efficient, and start maximizing your financial future.
BY PROVIDING
PROFESSIONAL ADVICE
Navigate financial complexities with ease. We offer comprenhensive solutions that fit your unique needs.
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Under one roof, access expertise in:
Wealth Management, Financial Planning, Estate Planning, Investment Allocation, Retirement Planning, Access to Financial Products, Behavioral Coaching, Risk Mitigation.
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More than just financial solutions, we empower you with knowledge.
BY ALWAYS BEEN
AVAILABLE
Your needs are our priority.
Reach out with any question, any time. Your dedicated advisor is always available to listen and guide you.
At Mellig Group we strive to provide a personalized point of contact with your advisor. Always available. 24/7
BY SELECTING THE BEST RECOGNIZED BROKER-DEALERS & CUSTODIANS
LOWEST FINANCING
COSTS* + POWERFUL TRADING PLATFORM
* Visit https://www.interactivebrokers.com for detailed information of all pricing fees related to InteractiveBrokers brokerage accounts. InteractiveBrokers does not endorse, nor recommend, independent financial advisors, nor hedge funds including Mellig Group. InteractiveBrokers provides execution and clearing services to its clients
$0 COMMISSIONS ON ONLINE TRADES*
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* Visit www.schawb.com/pricing for detailed information of all pricing and trading fees related to Charles Schwab brokerage accounts. Charles Schwab does not endorse, nor recommend, independent financial advisors, nor hedge funds including Mellig Group. Charles Schwab provides execution and clearing services to its clients
BY OFFERING
INNOVATION
MELLIG ONLINE - A POWERFUL & SECURE PLATFORM
Tired of having to log-in into multiple webpages to get a grasp of your wealth?
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Manage your wealth easier & smarter. With Mellig Online you can consolidate -in a single place- all your investments portfolios, bank accounts, credit cards, retirement plans, and assets without having to log-in into multiple web pages.
Access all your financial information in a single place and plan your goals proactively. An easy to use, secure and robust platform that will help you understand your full financial picture and plan for tomorrow.
Mellig Online - Your one-stop shop for financial wellness.
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Access Your Way
Download your Mellig Online App
See the Bigger Picture
View all your accounts in one place
Understand your investments
