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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

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Half Million Dollar Baby

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

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.

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