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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
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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.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.