melottefa.com
@melottefa.com
Financial advisor in Green Bay, WI providing comprehensive financial planning & investment management to high-net-worth households.
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melottefa.com's Brand Colors
Hex Code
Color name
RGB
HSL
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#595959
Scorpion
89, 89, 89
0, 0, 35
0, 0, 0, 65
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#006E3A
Fun Green
0, 110, 58
152, 100, 22
100, 0, 47, 57
About melottefa.com
Melotte Financial Advisors, LLC is an independent, fee-only financial advisory firm based in Green Bay, Wisconsin, serving high-net-worth households locally and across the United States. Led by Ken Melotte, CFP®, the firm provides comprehensive financial planning and investment management, with services designed for households with more than $500,000 in investable assets. Its planning process begins with a detailed financial plan that addresses retirement, taxes, risk management, and estate planning.
The plan considers multiple scenarios to help clients shape investment strategies, address threats to long-term financial independence, and manage lifetime taxes. Investment management focuses on helping clients pursue financial independence while evaluating assets on a tax-, risk-, and fee-adjusted basis. Melotte Financial Advisors does not sell insurance, annuities, or other commissionable financial products, and describes its approach as fiduciary and intended to reduce conflicts of interest.
Ken Melotte earned his CFP® certification in 2011 and is a Mensa® member. The firm also shares financial insights and research through its blog and offers complimentary consultations and portfolio reviews
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