Helping you achieve financial success!


How we serve you

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 Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

Meet the team

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Learn more about the Meyers Investment Team. 

Located

1331 North California Blvd
Suite 650
Walnut Creek, CA 94596

Latest Insights

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From caution to confidence: How family offices are reshaping their strategies in 2026

Strong 2025 returns and easing wealth-transfer pressures give family offices renewed confidence for the years ahead.

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