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The Melhoff Group

Overview:

The Melhoff Group offers a comprehensive wealth management process for existing and prospective clients. Beginning with an accurate evaluation of their investment needs and objectives, our dedicated advisory group provides financial planning, portfolio strategy, construction and monitoring on a disciplined discretionary platform.

The Melhoff Group was founded on the principal of proactive portfolio management. We utilize a discipline methodology focusing on sustainable dividends with a balanced portfolio approach. We believe a proper sell discipline is of equal importance to our purchase criteria. In addition, we utilize fundamental and technical (charting) analysis to optimize portfolio returns and reduce portfolio risk.

The Melhoff Group has successfully navigated the capital markets for 30 years and continues to enjoy dealing with lifelong clients and their families from their formative asset accumulation phase right through to the inter-generational transfer of wealth in a comprehensive structured estate plan.
Our Services Include but Are Not Limited to:

Portfolio analysis and personalized portfolio recommendations based on your needs and objectives.

A complete overview and analysis of your financial situation culminating in the formation of a financial plan.

Ongoing monitoring and rebalancing of your portfolio.

Quarterly and/or annual meetings, as required, to review your portfolio and ensure you are on track toward achieving your investment goals.

Estate and tax planning.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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