Helping you achieve financial success!

Welcome to Meyers Investment Team website

With more than a half-century of experience, The Meyers Investment Team serves individuals and their families by designing and implementing wealth management plans that help accumulate, protect, convert and transfer wealth. Our goal is to advise clients in making informed decisions and implement strategies appropriate for achieving their financial objectives. Our commitment is to provide trusted advice and exceptional service to all of our clients and their families.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team

Learn more about the Meyers Investment Team. 

Located

1331 North California Blvd
Suite 650
Walnut Creek, CA 94596

Latest Insights

Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp

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