Providing intentional wealth planning and strategic investment management to encourage fulfilling lives & memorable legacies.
Your experience begins with a financial planning engagement designed to connect your goals with your resources and address the questions most important to you.
What You Can Expect:
-One-on-one introductory call with a CFP®
-A fillable PDF workbook to track your progress
-A collaborative strategy meeting with tax professionals
-A personalized financial plan with detailed reports that connect today’s resources to your future goals
-Answers to your top of mind questions about retirement, cashflow, taxes, risk management, and legacy planning
-Access to professional financial software -The Prosperity Portal-where you can view accounts, organize documents, and track progress through reports and scenarios (available to ongoing members)
Guided by the P.L.A.N. Framework:
P – Prepare: evaluate your current situation
L – Learn: explore new strategies
A – Act: implement the best options
N – Nurture: sustain your progress through optional ongoing support in The Prosperity Portal
We provide professional management and consolidation of your investable assets, with an emphasis on personalized portfolios and tax efficiency.
Using our proprietary approach - The Wealth Triad, assets are aligned with timing needs, risk tolerance, tax considerations, legacy goals, and cash flow access.
Your portfolio is reviewed regularly and adjustments are made as needed, with an annual strategy meeting to ensure your investments remain aligned with your evolving goals.
"Love the extra education! It gives me a better understanding of everything with a visual representation and how things work."*
"Meeting with Melissa is like meeting with a family member. Her genuine care for our future is evident, making it clear she's in the business for the right reasons. She makes financial planning understandable, attainable, and exciting!"**
"Melissa understands and celebrates my goals and accomplishments. She helped me establish a plan and is committed to assisting in future wealth management."**
"As we began to plan out our investment strategy with Melissa, she took the time to learn about us, our values, and our goals."***
* This statement is a testimonial by a client of the financial professional as of 03/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
**This statement is a testimonial by a client of the financial professional as of 07/29/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
*** This statement is a testimonial by a client of the financial professional as of 03/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
More information about LPL Financial
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HAMPTON WEALTH MANAGEMENT
741 N Main Street Ste 115, Spearfish SD 57783
605-559-1200