Melrose R. Limerick and Associates P.C.'s
personal financial counseling enables individuals to build value, manage risk and improve performance through a customized approach that reflects who they are and where they want to go. We can help you design strategies that can effectively preserve and enhance your wealth by assessing your complex financial situation. Whether you are a family business owner, an executive for a multinational corporation, a company employee, or a high net worth individual—we have a solution for you.
Our individual financial advice aims to create and protect wealth and increase income. We provide services in the following areas: