Wealth Management in New York
Ocean Summit Financial's New York office is at 875 Third Avenue, 23rd Floor, in midtown Manhattan. Jason Melvin, ChFC®, RICP®, meets clients here and by video across all 50 states.
Hours
Monday–Friday, 8am–7pm
Telephone
The other office
Planning services: New York
A first conversation runs thirty to forty-five minutes and is complimentary. It covers what you are trying to accomplish and where things stand today — in person at the office, or by video.
- Retirement PlanningBeyond the 401(k)
- Investment Portfolio ManagementBuilt around your plan
- Tax StrategiesLooking beyond the return
- Protecting Your FamilyProtecting what matters most
- Education FundingPlanning for their future — and yours
- Working With Your Other AdvisorsBetter advice works together
- Business OwnersYour business and your financial life, considered together
The work itself is described across the planning disciplines, and who it tends to be for is worth reading before you call.
Who we work with from New York
Physicians & Medical Professionals
For physicians, dentists, and other medical professionals, years of training can create a financial path that looks different from a traditional career — often bringing higher income, student debt, and more complex decisions at the same time.
Technology & Creative
For professionals whose compensation or income does not always follow a traditional paycheck — from equity compensation and ownership interests to project-based and independent income.
Business Owners
For business owners whose personal and financial lives are closely connected to the companies they have built.
Families & Legacy
For families thinking about the people they care about today, the generations that follow, and the legacy they hope to build along the way.
Questions people ask first
Do you work with clients in other states?
Yes. The offices are in Calabasas and New York, and the practice is licensed and does business in all fifty states. Meetings can be held remotely, and clients who relocate change nothing about the relationship.
How often will we meet after the plan is built?
As often as you want it — and at least once a year regardless. The meetings that matter most are the ones tied to something real: a new role, a move, a birth, a business sale, a liquidity event. Tell us one is coming and we will make the time for it. And if a quiet year goes by, you will still hear from us, because plans go stale quietly and the review is what keeps that from happening.
Are you affiliated with Northwestern Mutual?
I am a representative of Northwestern Mutual — which means their planning, investment, insurance and trust capabilities are available to you.
Do I need a certain amount of money to work with you?
There is no stated minimum. Some of the most valuable work happens early — with a physician finishing residency, or someone about to see their first meaningful equity vest — when the decisions still compound.
The rest are on the FAQ page.
Start where you are.
We’ll talk about what matters to you, understand where things stand today, and explore how thoughtful financial guidance can support the future you’re building. It’s simply a conversation to see how we can help.