WE SEE WHAT OTHER ADVISORS MISS
Most wealth advisory relationships are organized around a product: a portfolio, an insurance policy, an estate document. Each specialist is accountable to their own discipline. Nobody is accountable to the coordination between disciplines. That space - the gap between your investment advisor, your estate attorney, and your CPA - is where the most expensive mistakes quietly live.
​
Mellig Group - Wealth Advisors was built to own that coordination layer. We function as the Chief Financial Officer for your family - holding the complete picture, reviewing every professional's work against every other's, and taking responsibility for what falls between the lines.
​
We are not a product. We are a function. And for the families we serve, that distinction is worth more than any single investment return.
OUR MISSION
Mellig Group - Wealth Advisors serves as the private CFO for families and business owners with complex financial lives. We bring management consulting rigor to personal wealth - coordinating your investments, estate, tax strategy, and business interests as one integrated system rather than four separate conversations.
OUR COMMITMENT
To see your complete financial picture — and to be accountable for what falls between the lines of every other advisor you work with.
OUR PILLARS OF STRENGHT
1
MANAGEMENT CONSULTING ROOTS
Our founding partners bring a structured, problem-solving methodology from top-tier management consulting. We apply McKinsey-grade diagnostic rigor to your personal financial architecture.
2
INTERNATIONAL CLIENT EXPOSURE
The majority of our clients have cross-border complexity: foreign-born spouses, international assets, non-resident family members. We know this terrain. We have solved these problems before.
3
TRUE INDEPENDENCE
We are a fiduciary fee-only registered investment advisor. We do not sell products. We do not receive commissions. Our only incentive is your outcome.
Welcome
to Our Site
Welcome visitors to your site with a short, engaging introduction. Double click to edit and add your own text.
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 EXPOSING WHAT YOU'RE ACTUALLY PAYING
Most investors are paying more in fees than they realize — not because anyone is being dishonest, but because fee structures across custodians, fund managers, and advisors are rarely reviewed together in one place. We map every fee in your financial architecture: advisory fees, fund expense ratios, transaction costs, and the hidden drag of poorly structured accounts. Most clients are surprised by what we find. Many recover meaningful returns simply by fixing what's already in place.
BY COORDINATING WHAT YOUR ADVISORS DON'T
Your investment advisor manages your portfolio. Your estate attorney drafted your trust. Your CPA files your returns.
Each is doing their job - but none of them is responsible for how their work fits together.
​
That coordination gap is where the most expensive mistakes in a financial plan quietly live. We sit at the center of your advisory team, reviewing every professional's work against every other's, flagging the conflicts and the gaps, and taking ownership of the complete picture.
​
That is a function most families don't know they're missing until something goes wrong.
BY KNOWING YOUR FILE BEFORE YOU CALL
When you call, you don't explain your situation. We already know it. Your dedicated advisor has read the file, tracked the changes, and is already thinking about your next decision.
That is what a real private advisory relationship feels like — and it is exactly what we deliver.
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*
​
* 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?
​
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.
.
Access Your Way
Download your Mellig Online App
See the Bigger Picture
View all your accounts in one place
Understand your investments
