Melville Wealth Management

Wealthspire Melville

Melville, New York

Wealthspire Melville

400 Broadhollow Road, Suite 301
Melville, NY 11747

We craft wealth strategies that serve our clients’ needs.

We help our clients achieve peace of mind through personalized and integrated wealth management. Every day, we set out to treat every client in our community like family, building an exceptional experience that surpasses typical expectations for financial advisors.

Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors
provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

Our Services Include:

  • Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
  • Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
  • Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
  • Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
  • Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family

GET IN TOUCH TODAY

Our Melville Team

Kristoffer Andersen

Senior Advisor Associate

Kristoffer serves as a Senior Advisor Associate, joining the firm...

Frank Balas, CFA®

Vice President, Investments

Frank joined the team in 2023 as a Vice President...

Eric Bernstein, CAIA

Senior Vice President, Investments

Since joining predecessor firm GM Advisory Group in 2015, Eric...

Michael Bongiorno, FPQP™

Advisor Associate

Michael is an Advisor Associate based in Melville, NY, working...

Kerry Bragg

Assistant Vice President, Client Operations

Kerry started her career at predecessor firm GM Advisory Group...

Michael Bueti, CFP®

Assistant Vice President

Michael serves as a primary point of contact and trusted...

Olivia Cacciatore, IACCP®

Associate, Compliance

Based in our NYC office, Olivia serves as a Compliance...

Christopher Castellano, CFP®, CPA

Managing Director

As a managing director based in our Melville, NY office,...

Melanie Conte

Senior Executive Assistant

Melanie serves as Senior Executive Assistant to Frank Marzano, Managing...

Louis DeMarco

Family Office Accountant

As a family office accountant, Louis provides accurate and timely...

Andrew Frattaroli, FPQP™

Assistant Vice President

Andrew is an assistant vice president and advisor based in...

Juliana Gadaleta

Senior Advisor Associate

As a Senior Advisor Associate, Juliana assists the broader advisory...

Josh Goldsmith, CPA

Vice President, Head of Family Office Accounting

Josh brings over a decade of experience specializing in income...

Lyndsey Gorham

Senior Vice President

Lyndsey has served as a key resource for clients for...

Margaret Iamunno

Senior Vice President, Melville Office Lead

With over two decades of experience in optimizing and influencing...

John-David Kirby

Family Office Accountant

J.D., a Family Office Accountant based in Melville, NY, is...

Teddy Kramer

Advisor Associate

Teddy is an Advisor Associate based in our Boca Raton,...

Frank J. Lavrigata, CFP®

Managing Director

For over a decade, Frank has faithfully served clients, originally...

Carolina Llano, CFP®

Senior Vice President

Carolina has been in the financial services industry since 2011....

Angela Loffredo

Assistant Vice President, Client Operations

As an Assistant Vice President on the Client Operations team,...

Mariana Lombardi

Assistant Vice President

Mariana has been in the financial services industry since 2009...

Frank P. Marzano, CFP®, CPA

Managing Director

For over 25 years, Frank Marzano has served as a...

Brian Sean McAuliffe

Managing Director

As an advisor, Brian brings years of experience working in...

Alexandria Nichols

Senior Advisor Associate

Alexandria joined the team in 2024 as a Senior Advisor...

Katarina Obermaier, FPQP™

Senior Advisor Associate

Katarina is a Senior Advisor Associate based in our Melville,...

Danielle M. Paganuzzi

Senior Vice President

As a Senior Vice President, Danielle is an incredible advocate...

Vinny Pecoraro, FPQP™

Advisor Associate

As an Advisor Associate based in our Melville, NY office,...

Michael J. Santo

Managing Director

Mike Santo is a Managing Director and advisor based in...

Charles Scarallo, CFP®, CPA

Managing Director

Charles has been with the firm and its predecessors since...

Elizabeth Sforza

Senior Advisor Associate

Elizabeth is a direct point of contact and a key...

Sneh Shah, CPA

Senior Family Office Accountant

Sneh is a Senior Family Office Accountant based in the...

Danielle Siano, MS, RD

Marketing Manager - Experience and Events

Danielle brings a unique perspective to the organization, focusing holistically...

Taylor Stathis, CFP®

Senior Vice President

Taylor is a key resource for clients, serving as a...

Shannon Thieke

Advisor Associate

Shannon serves as an Advisor Associate based in our Melville,...

Rosemary Timoney, CFP®

Senior Vice President

With over fifteen years of experience in financial services, Rosemary...

Alice Vecchione, CPA

Family Office Accounting Manager

A Certified Public Accountant (CPA) who has been practicing for...

Spencer Weiss

Associate, Investments

As an Associate on the Investments team, Spencer plays an...

Jared Wolfe

Senior Advisor Associate

Jared is a Senior Advisor Associate who assists advisors in...

Alyson Woolbright, FPQP™

Senior Advisor Associate

Alyson works closely with Wealthspire’s Advisors, Wealth Strategists, and Family...

Patrick Wren

Managing Director

With over 20 years of experience in the wealth management...

Matthew Yakstis, CPA

Vice President, Finance

Matthew serves as a Vice President on the Finance team...

In the Community

Our commitment to community is a fundamental tenant of our office culture. We believe that success is defined not only by financial, professional, and personal achievements, but by our impact on the world around us. Our corporate responsibility, extending naturally from our focus on responsible relationships, allows us to empower the communities in which we live and work—communities that, like our clients, deserve the utmost in care and respect.

Our team, often together with our clients, identifies causes that we are passionate about and chooses to support non-profit organizations that make real, tangible differences in the world.

Golf Fore Africa
Leukemia & Lymphoma Society
Smile Farms

We advise, but first we listen.

As your trusted advisors, we seek to thoroughly understand the opportunities and complexities of managing wealth. As important as it is to understand your financial life, we listen and get to know you personally – so that we can work together to help support what you value most.

Frank P. Marzano, CFP®, CPA
Managing Director

Our Latest News & Content

Videos

Markets in 2 Minutes – June 2024

In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team explores the housing market dynamics, including the resilience of existing …