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Welcome to Meiss Wealth Management, Inc.

 

Portfolio Management | Capital Appreciation | Risk Management | Income Generation



You are unique. Your investment plan should reflect that - built around who you are. A customized approach to maximize opportunity and minimize risk. It's easier to look ahead when you're working with a forward-thinking advisor. A concerted emphasis on quality domestic & global opportunities present today with a vision toward the longer horizon.

My commitment is helping Americans do more to prepare for the road to retirement. No matter where you are in life - just getting started or planning for retirement - you have goals and dreams. My clients don't just come first, they're at the center of everything I do.

I preach patience and diversification. Be properly diversified, don't try to be a hero in any one sector, don't over concentrate. I work tirelessly to uncover durable investment opportunities, both at home and around the globe.

Some of my best insights come not from analyst reports, but from business-executive clients, who are adept at spotting economic and industry trends. I always thought the best way in business as a professional financial advisor was to surround myself with smart people, including my clients.


Helpful Content

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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