THE ROLE OF REAL COUNSEL
Nowadays, families are faced with complex challenges to help them navigate the management and safekeeping of their wealth. Mellig Group – Wealth Advisors has been established to provide our clients a safe harbor against an overwhelming supply of financial institutions, providers, bankers, sellers, and products with little interest in the clients' well-being.
UNDERSTAND YOUR CHOICES
PLAN WITH CONFIDENCE
EMPOWER YOUR LIFE
At Mellig we are committed to provide the best recommendations and solutions.
Our mission - To ensure the most comprehensive and professional assistance to bring order to our client's financial life and enhance their wealth, while acting as a trusted counsel for financial, strategic, and personal matters.
Our success has been built on three pillars of strength - Strong problem-solving capabilities, fact-based analytical approaches, and dedicated, experienced staff always available. Our strongest asset is our dedicated and experienced team, many of which come from varied international backgrounds and exposure to leading businesses throughout the world. We are proud to offer this knowledge and expertise to service our clients.
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.
Mellig Group - Wealth Advisors is a registered advisory firm (RIA), independently owned, and specialized 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.
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 leave money on the table. Just because your money is in a particular financial institution does not mean your are taking advantage of the best options available
Review your current investments, associated fees and transactional costs. Understand what you're paying and the alternatives. Be smart, be efficient.
BY PROVIDING
PROFESSIONAL ADVICE
No matter the complexity, we will provide the most comprehensive solutions to your needs.
Wealth Management, Financial Planning, Estate Planning, Investment Allocation, Retirement Planning, Access to Financial Products, Behavioral Coaching, Risk Mitigation, all within our firm.
A professional advisory consist in educating the value of investing for the long run and having a well designed strategy so your wealth is secure and performing as expected.
BY ALWAYS BEEN
AVAILABLE
You come first.
No matter the question, we always find time for you and the question you might have.
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*
* 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 a One Stop Shop for your 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
