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. 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. 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.
Our strategy specialties include building customized tax strategies for business owners and other professionals. 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.
Services
At MWM, we specialize in advising individuals, entrepreneurs and executives about a wide range of issues that affect them and their investments. Our mission is to bring a wide range of creative investment, strategy, and planning options to clients throughout the country for decades to come. Our relationship is that of partners working together to achieve financial goals, as opposed to a client/service-provider relationship.
My life's passion is helping people both professionally and personally. I take a holistic approach to helping my clients achieve their long-term financial goals. It's a pleasure watching people shift their focus beyond investing to thinking about the legacy they want to leave behind. I'm a New Mexico native.
The art is understanding what you want to accomplish with your wealth-how do you want it invested? What lifestyle will it support? What legacy should it create? The science is intelligent investment strategies with smart and efficient tax management strategies to help you accomplish the goals that you've set for your wealth.
Meyers Wealth Management is a boutique financial advisor firm. We are affiliated with Cetera Advisor Networks, LLC. With over 9,000 independent financial advisors in our network we have access to virtually all products and services offered by our industry. All products and services offered by us are subjected to a comprehensive due diligence process.
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. MWM provides high-net-worth individuals, families, executives and entrepreneurs with wealth management strategies at an elite, concierge level of service.
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