Contact

Email

CHIConWallStreet@ccpwealth.com

Call

847-841-8650

  • Earning more money is accompanied with spending more money (taxes and discretionary).

    Q – Are you saving more and investing more?

    A - You COULD be.

  • Retirement is Calling. After a lifetime of working, accumulated wealth can be eaten away by inflation, market volatility and increasing health care costs.

    Q – Do you know WHEN you can retire and how long your money will last?

    A - You SHOULD know.

  • Hope is not a financial strategy. Feeling too depressed or afraid to look at your investment accounts is not a reliable tactic.

    Q - Have you put together a proper balance sheet and financial plan?

    A - You NEED to.

Melissa Dailey-Newman, AWMA™ is a wealth advisor at Clearwater Capital Partners and the creator and inspiration of CHIConWallStreet.

Melissa started her Wall Street career in 1999 and continues to advise successful professionals, high net worth business owners, and multi-generational families on their wealth management strategies.

Throughout her tenure in the financial industry, Melissa has worked with sophisticated retail and institutional clients providing advice and guidance on an array of financial circumstances including wealth accumulation, estate planning, paying for college, business owner financial planning, and retirement income.

Melissa is a frequent public speaker and facilitator of investment strategy events and webinars.

Melissa is driven by helping her clients achieve a work-optional lifestyle and has a passion for improving the financial literacy of her clients and community, especially among women and next generation investors.

Originally from the Chicagoland area, Melissa attended Emporia State University on a vocal music scholarship and now resides in Leawood, KS, with her husband Brian and son Garrett. Her daughter Madeline is a graduate of Johnson and Wales University and currently lives in Denver, CO.