Coral Gables, FL Office
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Meira Wealth
Team
Firm-wide stats for Meira Wealth
About
Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages roughly $318 million in discretionary client assets and operates with a team of five advisors.
The firm combines passive and active management within a Modern Portfolio Theory framework, documenting client objectives in Investment Policy Statements and typically managing accounts on a discretionary basis. Portfolios are implemented primarily with mutual funds and ETFs but may include individual equities, options and futures, and, notably for some separately managed accounts, the use of derivatives and borrowing (margin) as part of its strategies; the firm also evaluates and recommends alternative investments such as private funds, interval funds, and REITs when suitable.
Meira Wealth’s operations rely on several third‑party platforms and service providers — including an estate‑planning technology platform (Vanilla Technologies), the eMoney client portal, an outside portfolio consultant (Helios), trading/rebalancing support from Advisor Logistics, and fee administration by MTO Financial Services. The brochure discloses a recent consolidation of ownership under a single holding entity and operational practices such as Courtesy Accounts and standing transfer authorizations that may distinguish the firm from many peers.
Based on Meira Wealth
Expertise
Based on Meira Wealth
Location
121 Alhambra Plaza, Suite 1000
Coral Gables FL 33134
Advisors at this office
4
Advisors at this office
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