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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Mahesh Melwani

(201) 592-2530

Helping you and your business meet your financial needs.


My mission is to help clients develop a clear set of goals that encompass all aspects of their financial lives and then execute on strategies that transform those goals into reality. I help find the right solutions for personal, family or business needs .


This mission is anchored on two core principles, building trusted and long term relationships with my clients and modeling and promoting generosity.

It all starts with a fifteen minute initial conversation to discuss where you are today, where you'd like to be tomorrow, and how we may be able to help you get there.