What our wealth management clients are saying

Melany is wonderful. Her exceptional level of expertise is undoubtedly matched with her high level of professionalism and compassion for clients.
She personalizes her packages to clients based on their unique circumstances and goals. Her approach extends beyond the simple mechanics of financial allocation and investment- but takes into account the psychology involved in achieving long term financial success and helping her clients overcome any (potential) associated anxiety or confusion. Her balanced, in depth and extended approach to wealth management is sustainable.
Working with Melany has helped me immensely on helping to ensure financial success for myself and family. I would recommend to anyone (despite your hectic schedule) to meet with her. It will certainly be worth your time.

Hebba Antar

Melany is such a gift!!! Her genuine passion for financial planning and her breadth of knowledge is incredible. She's been just what my husband and I needed to get our finances in order. She has been a pleasure to work with - super professional but also relaxed and fun. If you are looking for support with financial planning and management, hire Melany.

Jana & Lukasz Dybinski

We started working with Melany Peters about 2 years ago. My husband and I met with her to discuss coming up with a plan to help us budget my variable income and to plan for our future goals.

She's been fantastic to work with. The plan she came up with was in manageable steps that we could understand and implement right away. Her enthusiasm for planning is contagious. You can tell she really has the best interest of her clients in mind. When I go to make a purchase now, I check the budget and think to myself, “What would Melany say?”

I can't wait to see where we are a year from now!

Natalie & Kevin Cox

Melany is the first financial advisor that we have worked with. We have been very impressed by her attention to detail.

She took time to get to know us, our situation and our goals and earned our trust. She left no stone unturned in finding solutions for our specific issues.

Since we started working with Melany we feel like a load has been taken off our shoulders; we have finally taken control of our finances instead of letting our finances control us.

We would recommend her to anyone who is struggling to get their finances in order.

Mike & Nancy Fitzgerald

My husband and I felt 100% confident that we were in good hands from our first meeting with Melany.

She was able to completely organize our finances and make our investments work harder, while working closely with us each step of the way. It has been a very productive partnership.

Thanks Melany!

Amanada & Greg Hodgins

I've been keeping track of my YTD expenses for my business, and I'm happy to say I'm currently at HALF the amount I was at this point last year. Thank you Melany for helping me develop a budget that hasn't felt limiting, and has helped me save money!

Amanda Hodgins

For most of my life I didn't understand what investing meant. I never really knew what to do with my money, or how to protect it. When Melany took me through her process I was floored. Not only did I feel like I really understood what I needed to do to have the life and future that I wanted and deserved, I felt like she really understood my needs. Melany takes the time to show you exactly what you can afford and exactly what your money can do for you. She customizes every plan and looks over every detail. I highly recommend working with Melany.

Kimberly Cheesman

We first came to Melany with the goal of looking into life insurance for our children, but it quickly became apparent that she had a lot more to offer. She helped us look at our entire financial picture, identifying areas to look into more closely. She was very adept at explaining complex financial matters in an understandable fashion and presented options to us in a very professional manner.
We felt well informed when it came to making decisions and we now feel that our assets are better managed. We would absolutely recommend Melany to anyone who wants to examine their entire financial picture in a holistic way.

Marie Shinmoto

Thank you for sharing your sample proposal with me when we met yesterday, it's comforting to know how comprehensively you look after your clients and their financial well-being. I realize 'comforting' may seem an unusual word to use yet it feels right; 'relief' would be another word, as is 'gentle'. In mentioning you and our meeting to someone this evening, I actually used all three words as descriptors.
All that you're bringing forward and offering people is greatly needed, especially in the mindless, chaotic, linear world of compartmentalized 'investing' and financial planning. Melany, you exemplify a 'pay it forward', caring, kind and compassionate Soul. Thank you for being You. It's my great pleasure to recommend you to my clients and friends.

Mary Pougnet

Melany is so great! She is very professional, friendly, welcoming and overall makes organizing finances and decreasing debt easy. Along with finding the best accounts for myself and small business she helped me to find insurance so I feel protected. The application that she and Myles have made actually makes managing my finances easy and fun! Thanks so much for all your help!

Tara Freel

Melany brings a personal touch and real time solutions to ensuring your financial freedom. She encourages a "pay it forward" attitude that helps the entire community. She uses several different conduits for financial investments so not all your eggs are in one basket! Genuine, warm and honest. You can trust Melany.

Heather Boyd

I always trust Melany with any client I refer to her. She is professional, knowledgeable, and actually cares about her people! I'm happy to continue referring her to anyone I know who could use some financial direction (which is basically everyone!)

Lauren Hughes

As your Certified Financial Planner®, we help you:

BUILD wealth for today

INVEST for your future

PROTECT your assets

PULSE - A Strategic Approach to Wealth Management

To build your wealth, we use a unique five-step process we call PULSE to:

What our wealth management clients are saying

My husband and I felt 100% confident that we were in good hands from our first meeting with Melany.

She was able to completely organize our finances and make our investments work harder, while working closely with us each step of the way. It has been a very productive partnership.

Thanks Melany!

I've been keeping track of my YTD expenses for my business, and I'm happy to say I'm currently at HALF the amount I was at this point last year. Thank you Melany for helping me develop a budget that hasn't felt limiting, and has helped me save money!

I always trust Melany with any client I refer to her. She is professional, knowledgeable, and actually cares about her people! I'm happy to continue referring her to anyone I know who could use some financial direction (which is basically everyone!)

Drop us a message

As your Certified Financial Planner®, we help you:

BUILD wealth for today

INVEST for your future

PROTECT your assets

PULSE - A Strategic Approach to Wealth Management

To build your wealth, we use a unique five-step process we call PULSE to:

What our wealth management clients are saying

My husband and I felt 100% confident that we were in good hands from our first meeting with Melany. She was able to completely organize our finances and make our investments work harder, while working closely with us each step of the way. It has been a very productive partnership. Thanks Melany!

I've been keeping track of my YTD expenses for my business, and I'm happy to say I'm currently at HALF the amount I was at this point last year. Thank you Melany for helping me develop a budget that hasn't felt limiting, and has helped me save money!

I always trust Melany with any client I refer to her. She is professional, knowledgeable, and actually cares about her people! I'm happy to continue referring her to anyone I know who could use some financial direction (which is basically everyone!)

Drop us a message

My husband and I felt 100% confident that we were in good hands from our first meeting with Melany.

She was able to completely organize our finances and make our investments work harder, while working closely with us each step of the way. It has been a very productive partnership.

Thanks Melany!