Since 1996, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
For many years, through his association with a number of leading financial services organizations, Mel has developed a successful career in the financial services industry specializing in asset growth and protection, retirement issues and income maximization. He also helps the families of college-bound children with college funding and planning issues.
Mel has authored and published numerous articles on financial, legal and investment topics. He is a frequent presenter of workshops throughout the region on the universal requirements for effective financial solutions for today’s retirement and estate planning needs, as well as for income and asset protection. In fact, he has developed a unique financial process, the “Safe Money Asset Protection System “ (SMAPS), which helps preserve assets and maximizes income during the retirement years with minimal risk.
He attributes much of his success to over 40 years of experience as an attorney, international businessman and trade consultant. Mr. Chilewich is a member of the New York and New Jersey State Bars, was a three time President of the South Jersey Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and then served as the President of the New Jersey State NAIFA organization. He has been an Adjunct Assistant Professor of International Marketing at a leading university in Philadelphia.
Mel is married (to the same gal for 52 years), has three children and ten grandchildren. He resides in Cherry Hill, Camden County, New Jersey.
(Mr. Chilewich is retired from the practice of law. He is also a Registered Investment Advisor in New Jersey)
We love our customers, so feel free to visit during normal business hours.
100 Richey Avenue, Collingswood, New Jersey 08107, United States