About Us

Dave Mello has been a wealth strategist since 2000, helping executives, small business owners, and retirees 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 situation, so you live a more prosperous life without worry or resentment. His strategies effectively help reduce taxes and 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.