More than investment management.

A quick look at a few ways we serve our clients at Meredith Wealth:

1) Seek out clarity from complexity

Helping clients understand where they stand and where they are heading using simple visual tools

• Snapshots

• Balance Sheets

• Cash Flows

• Blueprints

2) Planning with flexibility

Life isn’t set in stone and your financial plan shouldn’t either.  We use tools to help client’s understand a range of outcomes to help them choose the desired approach. 

3) Investment planning

We use tools to help shift the focus away from managing portfolio returns to managing portfolio risk

• Stress Tests

• Monte Carlos

4) Tax planning

The goal for clients is not to pay the least amount of tax in any given year, but to pay the least amount of tax over their lifetimes. Tax preparation looks backwards while tax planning looks forwards.

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