Helping executives manage their financial success
What Clients Say
“Joe has provided sound financial advice to myself and my wife through the many market conditions that have been experienced over the past decade and more. With the addition of Bruno to the team, the level of service now reflects the skills and investment knowledge of both members. As new investment products become available., they are proactive to make clients aware if it suits their investment objectives. They also provide access to other resources available through Raymond James. Joe and Bruno offer positive, personal service and are responsive by email, telephone and to office visits."
“Our success is the result of Joe and Bruno’s experience, research and ability to recognize opportunity. Under their guidance, our portfolio has shown unprecedented growth. As a client of Meliambro Private Wealth, you can expect courtesy, reliability, service and integrity. We have full confidence recommending them to family, friends and associates.”
– Eric A.
"My wife and I wanted to work with a Financial Advisor which offered a very holistic approach to helping us achieve our goals. We had looked at the typical bank-owned brokers and financial advisory firms but felt as though their advice was always tailored around a hidden agenda of selling us their proprietary products or making some in-house sales quotas. When we met with Joe and Bruno, our experience was completely refreshing. The process was completely transparent. They explained how they work purely on a service fee basis and would help us with every aspect of our financial situation. This meant we would receive advice and solutions which went beyond just investments. As a result, we recommend Meliambro Private Wealth every chance we can."
– Salvatore C.
"Joseph and Bruno are consummate professionals in everything they do. My portfolio would not have performed so well without their careful advice. When appropriate, they gently dissuade you from making unsuitable decisions. All in all, I cannot imagine having a better team on my side."
– Edward B