06/01/2026
A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=a-financial-plan&agentid=0E1113
04/30/2026
On January 29th, 2026, District Director Tyrone Dinneen and Wealth Management Advisor Preston Sam, CFP®, ChFC®, RICP®, WMCP® officially launched Meliora Wealth Management & Insurance Services at The Jonathan Club in downtown Los Angeles. It was a landmark evening that marked the beginning of something truly special. Clients traveled from near and far to be in attendance. The energy in the room reflected the trust and deep relationships that the Meliora team has built over the years. Guest speaker John Ioane and Managing Director James Verzino, ChFC®delivered inspiring remarks followed by an evening of fine food, distinguished company, and meaningful conversation.
“Meliora” is Latin for “Always Better”
It encapsulates our commitment to continuous excellence in service, strategy, and impact. This launch marks an important milestone for our firm and for every client who placed their trust in us. Cheers to what's ahead!