Helping you to manage your finances
Meyers Wealth Management helps clients achieve financial goals and manage the financial impact of life events. We can help you manage a retirement portfolio, plan an estate, manage debt and prepare for both expected and unexpected life events.
Meyers Wealth Management works on a strictly fee-only basis. That means that the only compensation we receive for our services is from you, our client. We get no commissions and no incentives from outside companies or services. We do not sell insurance, investments or other products.
We work for you - we have no incentives or commissions from any outside product or service provider, so you can rest assured that if we recommend some product or service, it's because we believe it to be in your best interest. Period.
- Financial services professional since 1993
- Personal attention and service - there are no "canned" packages - the work we do for you is tailored to your specific needs and situation
- Flexibility - our services range from comprehensive family financial plans to focused portfolio management to specific projects, or even just a one time review of your portfolio or situation
- A long-term perspective - we believe in well crafted, lasting portfolios which do not require constant tweaking, which are simple to implement, and which are based on time-tested investing principles
- Asset allocation - a well-managed portfolio should expose you to a balanced variety of asset classes without overexposure to any single risky asset class
- The big picture - we look at not only a single portfolio, but your whole financial universe
- Risk management - it's not just about high returns in good financial times, but also about minimizing the impact of the bad ones
- Tax management - we pay careful attention to the tax impact of our decisions
- Fiduciary Standard - undivided loyalty to the client
- Privacy - all information you share with Meyers Wealth Management will be held in the strictest confidence