Network·Family Office

Melia Wealth LLC

Unclaimed

📍 TULSA, OK

Family Office
www.meliagroup.com

SEC CRD #801-110485

About

Melia Group Enjoy the Retirement You Deserve. Balance Growth Potential and Income Goals. Work with the income specialists at Melia Group to thoughtfully align your savings with income-focused strategies tailored to your retirement objectives. Get a Complimentary Consultation Retirement Planning Designed to Help Manage Market Risk You’ve worked hard and saved well. Our goal is to help you understand and manage how market volatility may affect your retirement plan. Let Melia Group help you build a retirement strategy tailored to your goals so you can enjoy retirement with confidence and peace of mind. We use conservative, time-honored financial tools and customized strategies designed to help manage risk, pursue growth consistent with your objectives, and support an income plan that is informed by market conditions and product features. (118 Ratings Reviews) Testimonials reflect the experience of certain clients and may not be representative of all clients. No guarantee of future results is implied. Unless stated otherwise, no compensation was provided for these testimonials. Financial Planning Income-Focused Financial Planning We focus on interest- and dividend- generating strategies designed to help support your income needs with less emphasis on capital appreciation. Learn More Estate Planning Protect Your Assets Legacy We help ensure your wealth is preserved, properly transferred, and aligned with your wider retirement income strategy. Learn More IRA Management Guidance for

Key Contact

BB

BECKY BENANZER

CCO

📞 (918) 794-9290

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AUM

$560M

Location

TULSA, OK

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