"We help empower our clients financially so they can concentrate on what they do best."
Wealth Partners
The Meyers Group

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
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Featured in
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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

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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead 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.
(415) 315-7801Meyers_Team_CSAs@jpmorgan.com