Comprehensive Wealth Management for High Net-Worth Individuals

At Meyers Financial Services, we provide sophisticated wealth management strategies designed exclusively for high-net-worth individuals and families. With over 40 years of expertise in tax planning and 20+ years in wealth advisory, we deliver deeply personalized, fiduciary-based guidance rooted in discretion, foresight, and enduring relationships. From estate and legacy planning to investment and tax-efficient strategies, our Sonoma-based firm helps you preserve and grow your wealth—while aligning every financial move with your values, vision, and generational goals.

Make an Appointment

Our process goes as follows

Meet

We meet with you to discuss your financial goals, both immediate and long-term.

Discover

We take an inventory of your assets, expenses, taxes, debts, property, and more.

Analyze & Report

We provide a personalized report and help you evaluate your options.

Review

We meet to discuss the report and a plan of action for the future.

Recommend

We advise you on the most effective actions to take.

Consult

We take the time to work with you, your attorneys, or other advisors.

Follow-up

We continuously monitor your progress and check back in to keep you on track.

Our Process & Values

At Meyers Financial Services, we follow a refined, research-driven process designed to meet the complex needs of high-net-worth individuals. Through comprehensive financial diagnostics, we uncover strategic opportunities to enhance, preserve, and transfer wealth. Every recommendation is customized—whether optimizing tax efficiency, refining investment allocations, or planning for generational legacy—to align with your financial vision and the lifestyle you’ve worked hard to build.

Investment Advisory & Performance Reporting

Our investment platform is built for complexity—designed to serve affluent individuals with precision and purpose. We leverage institutional-grade research and open-architecture portfolio design to craft globally diversified, tax-efficient investment strategies tailored to your financial priorities. From alternative investments to customized asset allocation and dynamic performance reporting, every component is selected to align with your long-term goals.

We integrate risk management with goal setting to ensure outcomes are intentional, not incidental. Our experience, certifications, and research-backed approach—including insights from Vanguard and Morningstar—demonstrate the measurable value of experienced advisory guidance.

Our discretionary asset management service is structured with transparent, competitive fees—never exceeding 1.5% of assets under management—and includes comprehensive financial planning and consulting at no additional cost.

Reach Meyers Financial Services, Inc. Today

Contact us today to schedule a consultation and start your journey toward comprehensive wealth management.

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