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.

We moved to a new location

On Monday, May 21, 2018, we moved our office to a new address:

1331 North California Blvd
Suite 650
Walnut Creek, CA 94596

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.

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.