Kiawah Island, SC Office

Meyers Wealth Management is an SEC-registered, family-owned advisory firm that serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and other entities. The firm provides discretionary and non‑discretionary portfolio management alongside financial planning, estate planning, retirement plan and pension consulting, insurance review, and access to certain private or alternative (non‑account) investment opportunities.

The firm builds individualized plans and custom asset allocations for each client, employing tactical asset allocation, value‑oriented approaches and dynamic money‑management strategies drawn from fundamental, technical and cyclical analysis. Portfolios are typically managed on a discretionary basis with ongoing monitoring and periodic reviews, and investment recommendations are drawn from an internally screened “approved list” after due diligence.

Compared with many peers, the firm sponsors a wrap‑fee program and regularly offers educational seminars and workshops to clients and prospects, services the brochure notes are provided at no charge. Meyers is also notable for its multi‑advisor, family ownership model in which several advisors hold professional credentials (CIMA, CFP, CPA), and for managing roughly $1.9 billion across nine advisors and about 800 client relationships while using multiple custodial platforms and providing retirement‑plan fiduciary and participant education services.