Jeff G. Meyers at Meyers Wealth Management, LLC is a Full Service, Financial Advisor.

Kansas City Overland, Park Financial Investment Advisors, Jeff G MeyersMeyers Wealth Management, LLC is a fee-based wealth management and investment firm that specializes in helping individual clients and families develop strategies for investing their assets and managing taxes.
 
We manage millions of dollars of assets for our clients and believe it is not just “what you earn” that counts but “what you earn and get to keep after taxes” that is really important.
 
We are experienced at advising individuals and families on developing their investor profile and managing assets to that profile.
 
We also manage the accounts of accredited investors.


Investment Financial Advisors, Wealth Management, Retirement Planning

We differentiate ourselves by:    
  • Taking a holistic approach which considers all aspects of clients’ personal goals and financial situation.
  • Developing estate tax management strategies to pass assets to future generations and/or charities.
  • Working closely with our clients’ accountants, attorneys and other advisors to coordinate implementation of our clients’ strategies.
  • Meeting with our clients quarterly to review investment results and revalidate goals.

Wealth Management and Investment Advisor Services for Business Owners

We are primarily fee-based financial investment and planning advisors who specialize in helping business owners develop strategies for investing both their personal and corporate assets.

We manage millions of dollars of assets for our business owner clients. We are experienced at advising business owners on investment strategies for themselves and their employees based on their business plan.

Meyers Wealth Management, LLC, differentiates from other firms by:

  • Taking a comprehensive approach which considers all aspects of a business owner’s goals, business plan and financial situation.
  • Helping our business owners optimize their personal benefits of owning the business.
  • Being responsive to changes in the world that impact the overall plan of the business. Working closely with our business owner’s accountants, attorneys and other advisors to coordinate implementation of our clients’ strategies.
  • We provide value added services to our business owners by recommending courses of action that follow the client's business plan.
  • The business plan can include employee benefits [including individual and group insurance; life insurance, disability insurance, and long-term care insurance as well as retirement plans for small and mid-sized businesses.
  • Meeting with our business owners quarterly to review investment results and test those results against their business plan.
  • We are Committed to Client Success

Call Jeff G Meyers today to hear from him what can be done for you and your money:  913-663-1414