Who We Serve
At Meyer Wealth, our ideal client is the “Millionaire Next Door.” Our clients are hard-working individuals and businesses who have amassed wealth, and seek guidance in managing their finances. We work passionately to craft relationships with careful consideration for our clients’ diverse needs.
We treasure our ability to offer high-quality service to our clients, and in order to provide transparency and accountability, we typically limit our services to individuals or businesses with investable assets starting at $500,000. Our clients include retirees, business owners, and senior executives who want to make a serious effort in developing a financial plan that maximizes their quality of life.