Firm Highlights

May 2021

Welcome, Kenzie!

Melton Wealth Partners would like to extend a warm welcome to our new team member, Kenzie Pitts! Kenzie is a recent KU Business School Grad and will be joining as a Financial Planning Assistant.

Parkinson’s Moving Day

Melton Wealth Partners, with support from friends and colleagues, presented Allin Phister and Team Silver Fox with a donation for Moving Day, a walk supporting the Parkinson’s Foundation. Moving Day is a chance to speak up about Parkinson’s disease and move others to take action – towards more awareness, more funding, and more understanding of the disease.

Check presentation photo

Congratulations, Jackson!

Matt’s son, Jackson, graduated from the University of Illinois with a BS in Supply Chain Management & Finance. He is now working & residing in Chicago!

Graduation photo
April 2021

Welcome, Tyler!

Melton Wealth Partners would like to extend a warm welcome to our new team member, Tyler Mann! Tyler will be joining as an Associate Wealth Management Advisor and will be assisting clients with investment operations and financial planning.

Congratulations, Brett!

Congratulations to Brett and his wife, Kendra! They were married on April 26.

Wedding photo
February 2021

Welcome, Brett!

Melton Wealth Partners would like to extend a warm welcome to our new team member, Brett McMillan! Brett will be joining as an Associate Financial Representative and will be assisting clients in achieving their financial goals.

December 2020

Congratulations, Jon!

Jon is now a CERTIFIED FINANCIAL PLANNER™ professional. Certified Financial Planner™ Certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. Congratulations, Jon!

CFP logo
September 2020

Off to College

Ashton Melton is attending Savannah College of Art & Design (SCAD) in Savannah, GA! She intends to study visual arts with interests in photography, graphic design, painting and fashion. Mom & Dad are very proud and a little sad another is leaving the nest.

Ashton Melton

Webinar on Investing in Election Years

Jason Young with Capital Group provided information on the history of presidential elections and the markets. It is reassuring to hear that election results have historically had very little impact on long-term investors.

May 2020

Parkinson’s Moving Day

Melton Wealth Partners, with a little help from their friends, presented Allin Phister and Team Silver Fox with a donation for Moving Day, a Walk for Parkinson’s. Moving Day is a day to move, a day to move others, and a day that moves YOU! This year the walk was virtual, but we are looking forward to walking outside again next year!

Big check
March 2020

Welcome, Baby Grace!

Jon and Rachael Heisterberg are proud to announce the birth of their 4th daughter, Grace Ann Heisterberg. Congrats to the Heisterberg family!

February 2020

New Logo

Melton Wealth Partners gets a facelift as we kick off our rebranding process with the finalization of our NEW LOGO!

Melton logo

2020 Semi-Annual Meeting

On February 13th, Melton Wealth Partners hosted our 2020 Semi-Annual Investment & Economic Outlook Luncheon at Hallbrook Country Club. Special thanks to Jason Young of Capital Group for sharing his insights on the markets. Matt also made a timely presentation on the SECURE Act, sharing the opportunities and options it brings to our clients. A lot of information was discussed, and a great lunch was had by all.

January 2020

Congratulations, Matt!

Matt achieved a new designation and is now a Chartered Special Needs Consultant (ChSNC). This designation teaches experienced financial professionals the technical and collaborative skills necessary to help clients make plans for the future of a loved one who has special needs. This achievement continues the commitment of Melton Wealth Partners professionals to always be learning to assist our clients and associates. Congrats, Matt!

American College

Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

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