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Modern Office Building

Our Process

Helping you build and preserve wealth

To achieve their desired outcome, we work closely with each client and their trusted advisors to provide the best solutions for their family.

 

Through our discovery process we work with our clients to understand their current estate plan and potential liquidity needs and or tax burden. 

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We then present all potential strategies available to assure that generations to come are appropriately cared for. 

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Glass Ceiling

Our sole purpose is to help provide the expert knowledge that is required for each unique situation.

 

As insurance specialists our work is free of fee. Most of our clients have existing money managers, if not, we help to introduce them to the appropriate group.

 

We are compensated by the carriers if and when our clients have a need for coverage.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 4350 Congress Street, Suite 300, Charlotte, NC 28209. 704-557-9600. Melvin Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

We have individuals registered to offer securities in: CA, FL, KY, MS, NC, and SC

We have individuals licensed to sell insurance in: AK, AZ, CA, DE, FL, MA, ME, MO, MN, GA, MS, NC, NV, NY, OH, PA, SC, TN, TX, UT, and VA

Michael Boggio, domiciled in North Carolina, CA Insurance License # 4223337

CRN202605-4367216

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