It's not just your money. It's your life.


Welcome!

We dedicate ourselves to guiding our clients from their careers through their retirement years. We believes clients deserve:

  • personalized planning
  • ongoing support
  • and prudent strategies

so we dedicate significant time and resources to understanding our clients as individuals and craft a plan unique to their goals & priorities.

From our perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.

Our goal is to collaborate with our clients so they can achieve long term goals while thriving in their current lifestyles.  Whether you are planning for retirement, saving for education or building wealth, we are committed to being your trusted partner every step of the way.

 


Honored to be a nationally award winning advisor 

I am very proud to be recognized as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 and a Forbes Best in State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Social Media

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For midsummer financial wellness, focus on building your savings and paying down high-interest debt. Call me with questions anytime.

Are you or a loved one thinking more about the cost of college than the career it can enable? Reach out and I can provide you with college funding and saving resources designed for parents, young adults and teens.

Did you know June is the perfect time for a financial checkup? Surveys have shown that a lack of emergency savings can have a negative impact on mental health, but small tweaks now can help you better plan for the future. I would love to schedule a check-in with you.

Field trip with a purpose ???? Today, my colleague Maliha and I traded our desks for a seat on a boat tour of the Anacostia River—a collaborative outing hosted by two organizations we deeply admire and support: Anacostia Riverkeepers and Ward 8 Woods. Their mission? Protecting natural spaces, promoting environmental justice, and restoring ecosystems in under-resourced communities. It was a powerful reminder that meaningful, lasting change takes stewardship, collaboration, and long-term vision. And that’s true for wealth planning, too. Whether it’s revitalizing a river or building a secure future, the best results come from intentional strategy, collaboration, commitment & discipline—values we carry into every client conversation. Grateful for the opportunity to step outside, reconnect with purpose, and see the impact of responsible investment—in both people and the planet. #EnvironmentalJustice #WealthPlanning #AnacostiaRiver #Ward8Woods #ResponsibleImpact #ClientWithPurpose #FieldTripWithPurpose

1Do you have multiple retirement accounts? Simplify your financial life by consolidating them! DM me with your answer and let’s set a time to talk.

I am proud to share that I was recently honored with the 2025 Forbes Best-in-State Wealth Advisors award. https://www.forbes.com/lists/best-in-state-wealth-advisors/ The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

Melanie, Mrunal & Maliha

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Latest Insights

Red, yellow, green

U.S. Recession Scorecard: Slow going

Jun 13, 2025 | Jim Allworth

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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