SERVICES

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Whether you're planning ahead for a comfortable retirement, opening a college savings fund for your children or managing your small business, our full-service capablities will get you there.

  • Portfolio Analysis

  • Risk Management

  • Financial Planning

  • 401k Rollovers

  • Business Cash Management

  • Business Retirement Plans

  • Life Insurance Policies

  • Long Term Care Insurance

  • College Savings Plans

Let's Talk

Call us today to learn how we can help you achieve your financial goals.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207

Purshe Kaplan Sterling Investment and Meldrum Wealth Management are not affiliated companies.

The information herein has been obtained from sources which we believe to be reliable but we do not guarantee its accuracy or completeness. Material provided is for information purposes only and does not constitute advice or recommendations or a solicitation of any offer to buy or sell any security which may be referred herein. Investing involves risk and there can be no assurance that any specific investment is either suitable or will be profitable for your portfolio. Consult your financial professional and other tax and legal advisors with regard to your specific situation. Jonathan Meldrum transacts business in states where he is properly registered or is excluded or exempted from registration requirements.