Advisors at Meyer Wealth Management have over 30 years combined experience helping clients plan their financial future while creating meaningful relationships that last for generations. At Meyer Wealth Management, we will serve as your financial advisors and source of support. We are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your values and priorities.
From individual investors to small businesses, our services are designed for you. We have built Meyer Wealth Management with the goal of keeping client fees and expenses well below industry norms. With a passion for investing that goes back 30+ years, the team at Meyer Wealth Management has a rich local history in family and finance.
From individual investors to small businesses, our services are designed for you. We have built Meyer Wealth Management with the goal of keeping client fees and expenses well below industry norms. With a passion for investing that goes back 30+ years, the team at Meyer Wealth Management has a rich local history in family and finance.
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.
The mission of Meyer Wealth Management can start and end with that phrase. From his first days in 1983, to expanding the team in 2002 and 2018, Rick Meyer has always placed the needs of his clients above everything else. This foundation principle was instilled in Greg when he joined in 2002 and Alyssa in 2018.
Comprehensive wealth management is the key tenant of our process at Meyer Wealth Management. We strive to look at the whole financial picture to better connect your investments to your life goals. Think of us as your financial concierge specializing in areas of investment management as well as financial and life planning.
Where will your retirement money come from? How much do you need? If you're like most people, qualified- retirement plans, Social Security, and personal savings and investments are expected to play a role. Remember that retirement planning starts long before you retire -- the sooner, the better.
Your "magic number, " the amount you need to retire comfortably, is highly personalized, but there are numerous rules of thumb that can give you an idea of how much to save.Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources to see how they can serve you over time.
Your "magic number, " the amount you need to retire comfortably, is highly personalized, but there are numerous rules of thumb that can give you an idea of how much to save.Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources to see how they can serve you over time.
Portfolio management is as much about minimizing risk as it is about recognizing potential. At Meyer Wealth Management, we believe investment management is a process, not a product. It is important to take a frequent look at the performance of the individual investments that make up your asset allocation plan and understand why each asset is in the portfolio and what you can expect from it.
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Lisa Ortquist
Jan 12, 2020
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