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 Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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

Rollercoaster

Equity market roller coaster: How is your stomach?

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Read more

Bulletin Board