MELISSA MATSON LLC

Overview

Melissa Matson LLC operates as an independent registered investment advisor, primarily serving individuals and families. The firm specializes in financial planning services and portfolio management for both individuals and small businesses. Additionally, it engages in educational seminars and workshops to enhance client knowledge and understanding of financial matters. Melissa Matson LLC is not classified as a capital allocator and does not actively pursue ESG investments. The firm also functions as an insurance broker, integrating insurance solutions into its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices