Wealth Management
Tailored to You
MeyerTrust's wealth management service pairs you with a dedicated advisor who builds and manages a personalized investment strategy — so your money works as hard as you do.
Open Account NowComprehensive wealth services
From portfolio construction to tax optimization, we handle every dimension of your financial life.
Goal-Based Planning
We start with your goals — retirement, education, legacy — and build a personalized roadmap. Every investment decision is anchored to what matters most to you.
Dynamic Asset Allocation
Our advisors continuously rebalance your portfolio based on market conditions, your risk tolerance, and evolving life circumstances.
Tax-Loss Harvesting
Automatically offset capital gains by harvesting losses in your portfolio. Most clients save thousands in taxes annually through this strategy.
Estate & Legacy Planning
Coordinate your investment strategy with estate planning to ensure your wealth transfers efficiently to the next generation.
Risk Management
Sophisticated hedging strategies and diversification techniques protect your wealth during market downturns without sacrificing long-term growth.
Concentrated Position Management
If you hold a large position in a single stock — from equity compensation or inheritance — we help you diversify without triggering unnecessary taxes.
Service tiers
Wealth management that scales with your portfolio.
- ✓Dedicated advisor
- ✓Quarterly reviews
- ✓Tax-loss harvesting
- ✓Goal tracking dashboard
- ✓Senior advisor team
- ✓Monthly reviews
- ✓Advanced tax strategies
- ✓Estate planning coordination
- ✓Alternative investments
- ✓Private wealth team
- ✓Weekly access
- ✓Family office services
- ✓Philanthropy planning
- ✓Custom portfolio construction
- ✓Concierge support
Let's build your wealth strategy
Speak with a wealth advisor at no cost. No obligation, no pressure.
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