How does Meeks Wealth Management, LLC help clients – Key Takeaways:
As a financial advisor, Meeks Wealth Management, LLC helps its clients by providing financial guidance and management services to help them achieve their financial goals.
The following are key takeaways on how Meeks Wealth Management, LLC helps its clients:
- Creates personalized financial plans based on individual goals and needs.
- Provides investment strategies and portfolio management to help clients maximize returns.
- Offers retirement planning and income strategies to secure a comfortable retirement for clients.
- Provides tax planning and estate planning services to help clients minimize their tax burden and plan for the future.
- Offers risk management and insurance solutions to protect clients and their assets.
Facts and Insights
Founded in 2005, Meeks Wealth Management, LLC is a registered investment advisor located in New York City. The firm is dedicated to providing personalized financial services to clients and has a team of experienced financial advisors with various certifications and qualifications.
Meeks Wealth Management, LLC has a fiduciary duty to act in the best interest of its clients, ensuring that their needs and goals are always the top priority. The firm also strives to stay updated with the latest market trends and financial strategies to provide clients with the most relevant and effective advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 16 years |
Financial Services Offered
Meeks Wealth Management, LLC offers a wide range of financial services to its clients. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Risk management and insurance solutions
Client Types
Meeks Wealth Management, LLC serves a diverse range of clients, including individuals, families, small businesses, and corporate executives. The firm caters to clients with different financial backgrounds and goals, providing personalized services to meet their specific needs.
Fees & Compensation
Meeks Wealth Management, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with that of its clients, as the more their portfolio grows, the more the firm earns. The firm also offers a free initial consultation to potential clients to discuss their needs and determine if the firm is a good fit for their financial goals.
Background
Meeks Wealth Management, LLC was founded by John Meeks, a seasoned financial advisor with over 20 years of experience in the industry. Mr. Meeks holds multiple certifications, including the Certified Financial Planner (CFP) designation, and he is committed to providing his clients with the highest level of financial guidance and service.
Financial Advisor Disclosures to Know
As a registered investment advisor, Meeks Wealth Management, LLC is committed to transparency and disclosing any potential conflicts of interest. The firm’s most recent disclosure form, Form ADV, is publicly available and outlines the firm’s services, fees, and potential conflicts of interest. Clients can access this form and other important disclosures on the firm’s website or by requesting it directly from their financial advisor.
Overall, Meeks Wealth Management, LLC is dedicated to helping its clients achieve financial success and security. With a team of experienced advisors, personalized services, and a commitment to transparency, the firm stands out as a top choice for individuals and businesses seeking financial guidance and management.