A Comprehensive Approach to Wealth Management
Investment Management
As a full-service brokerage firm, Meredith Capital Consulting, through LPL Financial, offers comprehensive investments, investment strategies, products, and research.
Tax Planning
Investment management is only a tiny piece of the pie called Wealth Management. If you do not understand how taxes affect the overall performance of your portfolio, then you are not seeing the whole picture.
Estate Planning
Is a Trust right for you? Will you owe estate taxes? Do you have a will or durable power of attorney?
Our Investment Philosophy
I am an LPL Financial Advisor with more than 15 years of experience in investment management, tax planning, and estate planning. In practice, I have discovered that success in wealth management is usually by design and that winging it rarely works.
Meredith Capital Consulting was founded on the principle that when help is needed, experience matters. Whether you need a complex financial plan to get your thoughts and affairs in order or advice on certain aspects of your own wealth, we can assist. We are committed to excellent customer service, transparency in pricing, and understanding your objective.
Meredith Capital Consulting provides financial advice tailored to assist your financial needs. Advice based on sound investment philosophies, education, and experience, instead of the “buy the dip” rhetoric that has become common semantics in today’s markets. Through proper interviewing and planning, we will work together to accomplish your task.
If you have a financial goal that you are working towards and need assistance, then Contact us today. Request an initial consultation to discuss your goals for yourself, your family, or your business.
We can meet in person at our office, virtually via Zoom or Teams, or we will travel to you.