
Private wealth management and financial planning for families and business ownersMiami, FL

Mellig Group is a wealth advisory firm that offers private wealth management, asset management, financial planning, insurance planning, retirement planning and business advisory services. The firm works as a coordinating adviser for families and business owners, reviewing estate structure, tax position and investments together rather than in isolation. Its site describes a one-on-one client-advisor relationship with no product sales.
New contacts can leave a message or request a free, no-obligation consultation with a senior advisor, and online booking is available. Offices are listed in The Woodlands, Texas and Coral Gables, Florida, with additional branch offices in Tempe, Arizona and Miami-area locations. The firm is registered as an investment adviser in Texas, Florida and Arizona.


Fixed-rate C-PACE financing for commercial property owners and developers

Custom investment strategies, retirement and income planning
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