SMART FINANCIAL SOLUTIONS
Mel CG delivers modern financial services tailored to individuals and businesses. From strategic planning to investment guidance, our New York–based team helps you grow, protect, and optimize your wealth with clear, results-driven advice.
About Us
Trusted financial services firm serving clients in New York and nationwide
Our Mission
Provide clear, disciplined financial guidance and investment strategies that help clients build, manage, and preserve wealth with confidence.
Your trusted partner for financial clarity in New York
Mel CG supports individuals and businesses with comprehensive financial planning and investment advisory services. Our team brings a decade of combined expertise across markets and asset classes.
Every engagement begins with understanding your goals and risk profile—then building a tailored strategy that balances growth with protection.
Core Values
Clients Advised
Plans Delivered
Industry Certifications
Financial Experts
Our Services
Comprehensive financial guidance for individuals and businesses
Strategies Tailored to Your Financial Goals
At Mel CG, we align planning, investment, and risk management to deliver measurable outcomes—grounded in research and built for your priorities.
Wealth Management
Goal-based strategies to grow, protect, and transfer wealth efficiently.
Financial Planning
Holistic plans covering cash flow, retirement, taxes, and estate considerations.
Investment Advisory
Evidence-based portfolios aligned to risk tolerance and time horizon.
Risk & Compliance
Frameworks that help safeguard assets and meet regulatory requirements.
Our Differentiators
What sets Mel CG apart from other financial firms
Custom Financial Strategies
Your financial picture is unique. Our advice is tailored, data-driven, and transparent—never one-size-fits-all.
We start with your goals and risk appetite, then build a disciplined plan that adapts as your life and markets change.
Research-Led Insights
Practical, timely guidance informed by market data and risk controls.
Responsive Service
Clear communication and punctual delivery at each step of the journey.
Cost-Effective
Transparent fees and flexible engagement models to fit your needs.
Security First
Controls and processes designed to safeguard your information.
Performance Reviews
Regular reporting to track progress against your financial goals.
Quick Onboarding
Streamlined setup to get your plan and accounts moving fast.
Ongoing Support
Continuous monitoring and proactive recommendations as life evolves.
Ready to Take the Next Financial Step?
Contact Mel CG today to discuss your goals and explore how our team can help you plan, invest, and grow with confidence.
Free Consultation
Discuss your needs with an experienced advisor.
Clear Timeline
Know exactly what happens and when at each step.
Frequently Asked Questions
Answers to common questions about our financial services
Need Assistance?
Our advisory team is ready to answer your questions and discuss your financial goals.
Contact Our TeamWhere is Mel CG located?
Our office is located at 55 Water Street New York, NY 10038. We serve clients across New York and nationwide.
What industries do you serve?
We work with professionals, families, startups, and established businesses—tailoring strategies to each client’s goals and constraints.
What’s your planning process?
We follow four phases: discovery, plan design, implementation, and ongoing review—kept clear with agreed milestones.
How long does a typical engagement take?
Initial planning generally completes within 2–6 weeks, depending on complexity. Ongoing monitoring continues per your service tier.
How do your fees work?
We offer project-based, retainer, or assets-under-advisement models. Fees are transparent and aligned with your needs.
Do you offer payment plans?
Yes. We can structure installments in line with project milestones or the selected service package.