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

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. 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.

Latest Insights

Audio commentary: Checking in on U.S. bank stocks – A conversation with Gerard Cassidy

A conversation with Gerard Cassidy, Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, RBC Capital Markets

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