A West Nyack financial advisor who covers the full picture

Most people who call a financial advisor are thinking about one specific thing — maybe they just turned 50 and retirement suddenly feels close, or they have aging parents and estate questions are coming up at the dinner table. What's harder to find is a practice that can meet you wherever you are and connect the pieces together.

Melanie Powell's wealth management practice, based at 2 Crosfield Ave in West Nyack, takes the broader view. Operating under the Merrill Lynch banner, the practice works with Rockland County households on comprehensive financial planning, investment management, retirement planning, and estate strategy — all under one roof rather than parceled out across separate specialists.

The fee-based structure is worth noting, and the listing specifically mentions a fiduciary-aligned approach where applicable. Those two things together matter to a lot of clients who've grown wary of advisors whose compensation is tied to which products they sell. It doesn't guarantee any particular outcome, but it changes the conversation in ways that clients who've experienced both models tend to notice pretty quickly.

West Nyack is a practical location for this kind of practice — easy to reach from a wide swath of Rockland County, whether you're coming from Nanuet, New City, or Bardonia. It's not a destination-neighborhood appointment, it's the kind of office you can work into a Tuesday afternoon without too much rearranging.

The practice seems oriented toward households that are somewhere in the middle of the planning arc: not just starting out, but not so far along that the major decisions are already locked in. If you've been meaning to get a clearer picture of where things stand — what you're invested in, what happens to your estate, whether your retirement math actually adds up — this is the kind of generalist, planning-first practice worth having a first conversation with.

For address details, hours, and contact information, see the full listing.