*Estate Planning Support
*Wealth Management Support
*Investment Consulting
*Modern Portfolio Construction
*Management Consulting
Consider a "Modern Retirement Portfolio" that links all your assets to a sustainable and transferable Legacy. See Estate Support Below.
Align your organization with a proven double-certified Executive, from a Top-tier, Ivy League Program.
Assistance with all things related to Estate Planning. "Modern Retirement Portfolios", all-in-one.
Investment, Modern Retirement Portfolios, Wealth and Strategy Consulting.
Business and Strategy, Coaching, for Entrepreneurs.
Mellon Advisor is not affiliated with "BNY" Mellon", or "BNY Mellon's affiliates", and is not a "Broker".
"THE TERM FINANCIAL ADVISOR IS A GENERIC TERM THAT USUALLY REFERS TO A BROKER (OR, TO USE THE TECHNICAL TERM, A REGISTERED REPRESENTATIVE). BY CONTRAST, THE TERM INVESTMENT ADVISER IS A LEGAL TERM THAT REFERS TO AN INDIVIDUAL OR COMPANY THAT IS REGISTERED AS SUCH WITH EITHER THE SECURITIES AND EXCHANGE COMMISSION OR A STATE SECURITIES REGULATOR. COMMON NAMES FOR INVESTMENT ADVISERS INCLUDE ASSET MANAGERS, INVESTMENT COUNSELORS, INVESTMENT MANAGERS, PORTFOLIO MANAGERS, AND WEALTH MANAGERS. INVESTMENT ADVISER REPRESENTATIVES ARE INDIVIDUALS WHO WORK FOR AND GIVE ADVICE ON BEHALF OF REGISTERED INVESTMENT ADVISERS." WWW.FINRA.ORG
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