View Our Partners
Eredita, LLC
Partner of Triest Agency
886 Johnie Dodds Blvd Suite 203
Mt Pleasant, SC 29464
Phone: 843.371.6067
Fax:
Visit This Partners WebsiteFacebook Twitter LinkedIn Youtube WordPress
Company Description:
About Melissa Mitchell-Blitch, LPC, CACII, CPA
As a CPA and former financial planner at a Big 5 accounting firm, Melissa Mitchell-Blitch knows well both the value and limits of financial and estate planning.
Planning in isolation from those whom it will ultimately affect can have unintended consequences on those it is intended to bless.
Relational and emotional family dynamics need to be considered, as do personality factors, skill sets, and preparedness.
With bachelor’s degrees in business administration and accounting, and master’s degrees in accounting and psychology, Melissa is uniquely equipped to understand both the “hard” (technical) and the “soft” (relational, emotional) aspects of matters faced by families of wealth.
As a legacy consultant, Melissa helps families navigate the relational and emotional complexities of wealth and nurture their greatest assets – relationships, values, and passions.
Melissa would like to learn what makes your family unique and what treasures you wish to harvest for both present and future generations. To explore the value Legacy consulting could create for your family, call 843.371.6067 or email Melissa@EreditaConsulting.comThis e-mail address is being protected from spambots. You need JavaScript enabled to view it
Licensed Professional Counselor | Certified Addictions Counselor II
Certified Public Accountant
Professional Involvement:
Purposeful Planning Collaboration
Kingdom Advisors
The Heritage Institute
Charleston Metro Chamber of Commerce
Planner-Therapist Alliance
Financial Therapy Association
Current Service Involvement:
St. Andrew's Church Mt. Pleasant
Pet Helper's
Eredità - What's in a name?
Eredità is an Italian word, which means lasting influence or legacy.
It's pronounced: eh ray dee ta
Eredità: Helping families create lasting legacies.
"Melissa has been a been a huge help to my wealth management practice; she allows me to focus on what I do best for my clients and, in turn, helps me foster deeper relationships with my clients. Melissa has always gone above and beyond and her dedication to bettering the financial lives of others is ever-present."
Cokie Berenyi, CFP®
Red Triangle
About Melissa Mitchell-Blitch, LPC, CACII, CPA
As a CPA and former financial planner at a Big 5 accounting firm, Melissa Mitchell-Blitch knows well both the value and limits of financial and estate planning.
Planning in isolation from those whom it will ultimately affect can have unintended consequences on those it is intended to bless.
Relational and emotional family dynamics need to be considered, as do personality factors, skill sets, and preparedness.
With bachelor’s degrees in business administration and accounting, and master’s degrees in accounting and psychology, Melissa is uniquely equipped to understand both the “hard” (technical) and the “soft” (relational, emotional) aspects of matters faced by families of wealth.
As a legacy consultant, Melissa helps families navigate the relational and emotional complexities of wealth and nurture their greatest assets – relationships, values, and passions.
Melissa would like to learn what makes your family unique and what treasures you wish to harvest for both present and future generations. To explore the value Legacy consulting could create for your family, call 843.371.6067 or email Melissa@EreditaConsulting.comThis e-mail address is being protected from spambots. You need JavaScript enabled to view it
Licensed Professional Counselor | Certified Addictions Counselor II
Certified Public Accountant
Professional Involvement:
Purposeful Planning Collaboration
Kingdom Advisors
The Heritage Institute
Charleston Metro Chamber of Commerce
Planner-Therapist Alliance
Financial Therapy Association
Current Service Involvement:
St. Andrew's Church Mt. Pleasant
Pet Helper's
Coupon: