Wealth Partners
The Meyers Group

"We help empower our clients financially so they can concentrate on what they do best."

Awards and Industry Recognition

Featured in
Read More
Featured in
Read More

Forbes

Top 100 Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2017 • 2016
Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018
Top 100 Women Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2017
America's Top Wealth Advisors
2022

Barron's

Barron’s Hall of Fame
2020
Top 50 Private Wealth Management Teams 
2019
Top 100 Financial Advisors
2022 • 2020 • 2019 • 2013 • 2012 • 2011
Top 1200 Financial Advisors 
2022 • 2021 • 2020 • 2019 • 2018 • 2015 • 2009 
Top 100 Women Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017 • 2014 • 2013 • 2012 • 2011 • 2010 • 2009

Working Mother Magazine

Top Wealth Advisor Moms
2020 • 2019 • 2018 • 2017
About The Meyers Group

Welcome

My team and I serve Silicon Valley founders, entrepreneurs and executives whose lives are immersed in growing their companies and pursuing new ideas. We help empower our clients financially so they can concentrate on what they do best. Our mission is straightforward—to deliver investment allocation strategies that seek to balance concentrated tech positions and buffer portfolios to help reduce downside risk.
Our team is well versed in the intricacies of wealth management and creates tailored portfolios that are individualized for each client. Utilizing advanced analysis and simulation techniques, we help quantify various performance scenarios and model potential outcomes.
We take a family office–style approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax minimization, estate planning and other long-term wealth management objectives.
By partnering alongside clients' CPAs and other trusted consultants, we work to ensure that the totality of each financial picture is considered. And by leveraging the robust resources of J.P. Morgan, we provide concierge access to alternative investments, intellectual capital, day-to-day banking, residential and commercial mortgages, and art and private aircraft financing.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

What to expect from Jackson Hole 

August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read Now
Wealth Planning

Three ways you can help your teenager make the most of a new school year

August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read Now
Investing

What the Inflation Reduction Act could mean for the economy 

August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.