CEO | Financial Advisor
With over 25 years of broad-based corporate, institutional and investor experience in the investment arena, Mr. Meyer has expertise in investments, acquisitions, management, and retirement planning.
As an advisor to private investors and their associated professionals (CPAs, Realtors and Attorneys), he consults in retirement planning solutions, alternative investment resources, tactical portfolio management and real estate exchange strategies designed to meet each client's needs. His approach is focused on gaining a clear understanding of individualized objectives, translating these requirements into achievable solutions, and implementing these plans to accomplish financial goals.
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.