Welcome to Meloche & Associates Private Wealth Management
Meloche & Associates brings deep expertise in private wealth management, built on nearly 30 years of experience supporting first- and second-generation entrepreneurs. We make life simpler by overseeing every aspect of their wealth, without exception, allowing them to focus fully on their professional and personal growth. Our close-knit team offers personalized guidance at every stage of the entrepreneurial journey. We listen carefully, stay accessible, respond quickly to complex financial needs, and follow through with care and precision.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
