Meyers Financial Wealth Management

Experienced Wealth Management in the North Bay

Meyers Financial Services Inc. empowers individuals and families in the North Bay area of Sonoma, Napa, Petaluma, Novato, Rohnert Park, and Santa Rosa to achieve financial independence and happiness. We take a personalized and collaborative approach to wealth management, guiding clients through every step of their financial planning journey.

Our Mission

Our mission is to help our clients achieve financial freedom and happiness through personalized wealth management strategies tailored to their unique needs and aspirations. We believe financial planning is about more than just numbers - it's about understanding your goals, aspirations, and anxieties to create a plan that aligns with your values and enriching your life.

1. Investment & Wealth Management

• Comprehensive portfolio management
• Retirement planning and optimization
• Estate planning and asset protection
• Tax planning and compliance

2. Retirement Planning

• Comprehensive analysis of your retirement accounts and income sources
• Development of a personalized retirement roadmap
• Goal setting and tracking progress
• Guidance on maximizing retirement savings and contributions

3. Tax Planning & Optimization

• Comprehensive tax analysis and planning
• Reduction of taxes through proactive strategies
• Minimizing tax liability through diversification and optimization strategies

4. Comprehensive Financial Planning

• Creation of a holistic financial plan encompassing all aspects of your financial life
• Identification and prioritization of financial goals
• Development of a customized plan to achieve your goals

5. Specialized Services

• Women in Transition Planning: Tailored guidance for women navigating life changes associated with divorce or inheritance
• Financial Coaching: Personalized support and accountability to help you achieve your financial goals

Our Approach

At Meyers Financial Services Inc., we value:

• Transparency: We believe in open and honest communication with clients.
• Collaboration: We work in partnership with you to achieve your financial goals.
• Accessibility: We are available and responsive to your needs.
• Integrity: We hold ourselves to the highest ethical standards of financial planning.

Contact Us Today

Let us help you achieve financial clarity, security, and independence. Contact us today to schedule a complimentary consultation and discover the power of personalized wealth management with Meyers Financial Services Inc.