Helping you with integrity and uncommon sense 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.
We are strictly fee-only. 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.
You get
- Our assurance that we have no conflict of interest - we work for you
- An advisor who has worked in the financial services industry since 1993
- Personal attention and service - we have 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, even just a one time review of your portfolio
- A long-term perspective - we believe in well crafted, lasting portfolios which do not depend on the financial flavor-of-the-day
- 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
- An advisor held to a Fiduciary Standard who acts with undivided loyalty to the client