Melissa V

Managing Partner & Advisor

Melissa Vanderhoof comes to us with a background in medicine and health professions, most recently specializing in data abstraction and analysis. Her empathy, great listening skills, and attention to detail lend to her understanding of the uniqueness of each individual client’s economic and life situations. This is reflected in her personalized financial advice and her ability to customize individual financial plans.

Melissa holds a B.A. in Planned Studies from Ithaca College, a B.S. in Nursing from SCSU and holds the Series 65 securities license.

Outside of finance, Melissa enjoys spending time with her husband and two young children, meditation and religious study, exploring local natural spaces and making meaningful connections with people.

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Melissa V

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Melissa V

Sector Investing: Visualized

A sector’s industries are usually affected by similar factors and are likely to move at the same time. Sector investing is appealing to many people because it looks for the most generic trends in the market.

Inheritances: By the Numbers

Ever since the sudden death of music icon Prince last year, estate planning seems to be getting more coverage by the media than ever before. With this, there seems to have been renewed emphasis on the importance of having a will and dictating how your estate will be distributed. Consider the following statistics regarding inheritance in the United States.

Responsibilities of the Executor of a Will

Following the death of a loved one, there may be fear and uncertainty about what to expect. However, there are still needs to be attended to on behalf of the deceased.