Disclosure

 Meyers Wealth Management is an Investment Advisor registered with the state of California.  Our full set of required disclosure information is available via the SEC’s Advisor Search system (see link below).  For your convenience, we also have a copy of our required “brochure” — also known as the ADV Part 2 - here on our site.

Meyers Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Meyers Wealth Management maintains this website for the dissemination of general information pertaining to its advisory services.  The information on this site is not a substitute for individual advice and clients, prospective clients, and general readers should consult with an investment professional, attorney or tax professional regarding their specific situations.

Opinions expressed on this site or in articles referenced on this site are subject to change without notice.  Markets and situations change, sometimes very quickly, and information, opinions and suggestions on this website may become outdated.  Reading this website is not a substitute for consulting with an investment professional, attorney or tax professional.  

Meyers Wealth Management and David S. Meyers, CFP® are neither an attorney nor an accountant and no portion of this website should be construed as legal, accounting, or tax advice.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Meyers Wealth Management's Web site, to release and hold harmless Meyers Wealth Management, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Meyers Wealth Management.

We encourage anyone considering hiring an investment advisor to review the advisor's information on the SEC's Advisor Search system at http://www.adviserinfo.sec.gov/

David S. Meyers is a CFP® professional and abides by the CFP Board's Standards of Professional Conduct. David Meyers is a member of NAPFA, the National Association of Personal Financial Advisors.

Internal Revenue Service Circular 230 Disclosure. Please note that any discussion of or advice regarding United States tax matters contained herein (including any attachments hereto) does not meet the requirements necessary to be a "covered opinion" as defined in Internal Revenue Service Circular 230, and therefore, is not intended or written to be relied upon or used and can not be relied upon or used for the purpose of avoiding federal tax penalties that may be imposed or for the purpose of promoting, marketing, or recommending any tax-related matters or advice to another party. Past performance of investments are not a guarantee of future performance. All content on this website is meant for educational  and informational purposes only and is not intended as specific or personal investment advice.

Meyers Wealth Management, where our goal is to help you achieve your goals
111 First St • Los Altos, California 94022 • MeyersMoney.com • 1-800-993-2994
DisclosurePrivacyResourcesSitemap • Open For Service • Contact Us 
© David S. Meyers, CFP® 2017