Melia Advisory Group now offers investment strategies to high-net-worth individuals (HNWIs) in Tulsa, utilizing individual security positions to generate stable income, moving away from the “4% withdrawal rule” often used by larger brokerage firms. The firm says by focusing on dividend-paying value stocks and individual bonds, the methodology provides “staying power” during market downturns, so investors can benefit from the income generated rather than depleting their principal.
More details can be found at https://www.meliagroup.com/financial-planning
These income strategies function as a core component of a comprehensive wealth management plan developed by Melia Advisory Group, as the firm integrates this focus into its full-service suite, which includes retirement planning, estate coordination, IRA management, and Social Security optimization. This “one-stop shop” approach ensures that tax-aware withdrawal strategies and Medicare advisement are aligned with the client’s overall income needs.
A key differentiator of this rollout is Melia Advisory Group’s commitment to transparency and active management. Unlike many competitors who charge between 1.5% and 2% through hidden broker commissions, Melia Advisory Group utilizes a transparent, flat 1% annual management fee. The firm’s advisors actively manage portfolios by reviewing 55-60 company earnings calls per quarter, allowing for proactive adjustments to protect against market volatility.
Tulsa HNWIs seeking a transition into a diversified high-value retirement income stream can consult with the firm’s local advisors. These strategies are personalized for pre-retirees and retirees who value capital preservation and want to ensure their income growth stays far ahead of inflation.
Melia Advisory Group has been a Tulsa-based financial advisory firm with over 50 years of combined advisor experience. Holding accreditation from the Better Business Bureau since 2007, the firm manages nearly $0.5 billion in assets through its affiliated entity, Melia Wealth LLC. The firm is dedicated to the “eat the egg, leave the chicken” philosophy, helping clients preserve their principal while generating approximately $40 million in annual income for their community.
For more information, visit https://www.meliagroup.com/
Melia Advisory Group
5424 S Memorial Dr
Building E
Tulsa
Oklahoma
74145
United States
