MEISS WEALTH MANAGEMENT

You are unique. Your investment plan should reflect that - built around who you are. A customized approach to maximize opportunity and minimize risk. It's easier to look ahead when you're working with a forward-thinking advisor. A concerted emphasis on quality domestic & global opportunities present today with a vision toward the longer horizon... I preach patience and diversification. Be properly diversified, don't try to be a hero in any one sector, don't over concentrate. I work tirelessly to uncover durable investment opportunities, both at home and around the globe... Some of my best insights come not from analyst reports, but from business-executive clients, who are adept at spotting economic and industry trends. I always thought the best way in business as a professional financial advisor was to surround myself with smart people, including my clients.

Also known as: Meiss Wealth Management, Inc.

Primary location: Carmel United States