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Concierge-level financial advising | Elite investment & tax planning for individuals, executives, & entrepreneurs

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Your Goals, Your Wealth, Your Way

Wealth Management

Wealth management is both an art and a science.  The art is understanding what you want to accomplish with your wealth. The science is combining intelligent investment strategies with smart and efficient tax management strategies to achieve your goals.

Manage Your Wealth

Tax Management Strategies

We’ve saved many of our clients’ substantial amounts through the implementation of creative tax management strategies. Our strategy specialties include building customized tax strategies for business owners and other professionals.

Discover Your Strategic Opportunities

Customized Retirement Plans

If you want to stay competitive in today’s market— and have the time to focus on managing your business and retaining your best employees—then we can help. We create customized retirement plans for our entrepreneurs, executives, and business owners.

Learn about Better Retirement Options

Your Goals, Your Wealth, Your Way

At Meyers Wealth Management, we don't use cookie-cutter, modern portfolio theory strategies. We instead create a holistic financial road map based on your personal situation. The most important decisions that our clients make are often about planning, not about specific investment choices. Taking a proactive approach to defining your personal and financial goals goes along with making legacy decisions that matter the most for your outcomes.

Because we are a fee-based firm, we have no incentives to select certain investment products.  We have access to a wide range of products and services to assist you with your investment and tax management objectives.  The bottom line is that we aren’t afraid to be different from other advisors.  In fact, that’s why our clients tell us they chose to work with us.  They want the customized approach and personal touch that we provide.

An investment in knowledge pays the best interest. –Benjamin Franklin

The Client Experience

Choosing to work with a boutique firm doesn’t limit your investing options, but the firm that you choose and the financial advisor you work with can.  That’s why working with the right financial advisor is crucial. As part of the Summit Brokerage Services network of Independent Financial Advisors, we can access many public non-traded offerings that are available to qualified and accredited investors. 

Using new advances in tech-based investment platforms, we access institutional managers without being required to meet their minimum account balance requirements—sometimes set by institutional managers at $2,000,000.00 or more.  These managers usually work with very wealthy foundations and state pension accounts.  Now, they are available to you and our other clients.


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Your Goals, Your Wealth, Your Way

We look forward to working with you.

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