Melanie Folstad

The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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 is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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 is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. 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. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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 is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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. This is not indicative of this financial advisor’s future performance. For more information: . <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

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Your business built your wealth. But is your wealth strategy built around your business? Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together. That's how you move from building wealth to building a legacy. #RiskManagement #BusinessProtection #WealthPlanning

Imagine seeing all the financial pieces of your life in one place. With your accounts together, you can get a clearer picture of your assets and easily track your investments. DM me to learn more.

If your financial life is spread across different banks, retirement plans and real estate investments, knowing your net worth can feel like a part-time job. We’ve changed that. With RBC Total Wealth, you can link over 19,000 external institutions to your RBC Wealth Management Online account. It’s secure, it’s instant and it’s right in the mobile app. Find out your number today. Because, when you see the whole picture, you can plan for what’s next with confidence.

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

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In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

Last week we spent a beautiful afternoon walking around Walden Pond with good friends - one of those simple experiences that sticks with you longer than you expect. It’s hard not to think about Henry David Thoreau when you’re there. His idea of living deliberately - focusing on what truly matters—still resonates. As we walked the path around the pond, it struck me how similar that mindset is to good financial planning. It’s not about complexity or chasing the next thing - it’s about clarity, intention, and making sure your resources are aligned with the life you actually want to live. The best plans aren’t the most complicated ones. They’re the ones that help you simplify, stay grounded, and move forward with purpose. Sometimes a quiet walk is all it takes to remember that. #FinancialPlanning #LiveDeliberately #WaldenPond #PurposefulLiving

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June 1, 2023

Global Insight Weekly
May 10, 2022

The donor advised fund

Melanie Folstad

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

Welcome!

Honored to be a nationally award winning advisor

Wealth insights guide for young professionals

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Melanie, Mrunal & Maliha

Let's start the conversation

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