Dave Mello

Wealth Strategist 

Dave has been a wealth strategist since 2000, helping executives, small business owners, and retirees to create and maximize their wealth potential by helping them “see the unseen”. His purpose is to explore and analyze the complicated intricacies of each individual or business’ financial situation to design and deliver simple strategies. 

Dave will create a sustainable strategic financial model around your specific situation so you live a more prosperous life without worry or resentment. His strategies effectively help reduce taxes, reduce risk, increase investment efficiency, and augment the preservation of wealth legacy for his clients. 

His Valued team of industry specialists and mentors has proven to be especially powerful in helping his clients construct and execute their strategies. Dave was raised in Sparks Nevada and since college has resided in Reno. He has a son Bryson and a wonderful partner Jamaica. 

He welcomes new clients, if you want to arrange a discussion with Dave about your investment needs he welcomes your call.