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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.