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Private Client Services

Let us help you achieve your financial goals. This is our expertise and our passion. Our Private Client Services tean can consult on all aspects of your financial situation whether it be investments, insurance, estate planning, executive compensation programs, retirement and education savings plans, and corporate benefits programs. Our goal is to use our expertise to help grow your wealth without burdening you with the time-consuming research, details, and legwork that goes into financial planning.

The Private Client Services Division was created in 2007 by Michael Hoch and Alan Meltzer with the intention of solidifying NFP | The Meltzer Group as a one-stop-shop for all matters related to your financial life. We work with a wide variety of clients from the emerging entrepreneur to retired grandparents. No matter the situation – we have you covered.

Our holistic planning process helps you crystallize your objectives and then provide you the resources to make them a reality. We utilize a variety of solutions and have the ability to customize strategies that place your interests and objectives first. Our services, however, do not stop there as we recognize that serving as your trusted financial advisor is an ongoing committment to you and one that we certainly do not take lightly.

Scope of Services

  • Asset management
    Review and provide investment recommendations on overall asset allocation across all taxable and qualified accounts
  • Estate planning
    Assess all estate documents to ensure compliance with current law, meet desired outcomes, and minimize estate tax exposure
  • Income and cash flow analysis
    Includes “what if” scenarios, modeling projections, and review of current income and expenses
  • Gifting and college education planning
    Assistance in selecting appropriate savings vehicles and optimal assets to maximize the value of gifts