Matt Meredith, JD, CFP®

Private Wealth Consultant

Founder of

Meredith Capital Consulting

Fees

Flexible pricing options include: % of Assets Under Management (AUM), Flat Fee, Hourly Rates, and Commissionable Trades.

Investment Management

As a full-service brokerage firm, Meredith Capital Consulting, through LPL Financial, offers comprehensive investment strategies, products, and research.

Products and Services for high-net-worth individuals and businesses include:

Financial and goal-based planning.
Managed accounts w/ discretionary trading.
Retirement planning and company stock plans.
Asset management and risk mitigation.
Insurance – review and recommendations.
Long Term Care.
Structured products.
Buy-sell agreements and business succession planning.
Divorce financial analysis
Collateralized Loans

Real diversification will help alleviate risk, and a proper financial plan based on your own achievable goals will keep you on the track to success. With advice such as “buy the dip” and all the confusion surrounding crypto, many investors are confused and hesitant to invest out of fear of bad timing or bad advice. Don’t let lousy advice set you back years. Contact us today to get started.

Be advised that there is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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.

Most advisers shy away from tax planning because of the complexities the income from a client’s business, partnership, or closed corporation will have on their client’s investment returns.

At Meredith Capital Consulting, we can assist you with many of your tax questions, as well as:

Roth IRA conversions
When to take capital gains and when to take capital losses.
IRC §1031 exchanges of property.
Qualified charitable distributions from your retirement accounts.
Tax Planning for businesses.
Estate and gift tax planning.

Estate Planning

Is a Trust right for you? Will you owe estate taxes? Do you have a will or durable power of attorney?

While Meredith Capital Consulting does not draft estate planning documents such as wills, trusts, and other ancillary documents, we are experienced estate planners. We will help you make proper decisions and take appropriate action regarding your estate plan.

We can assist you with:

Your accounts are properly titled, with beneficiaries selected for each.
Reviewing your current will, durable powers, medical powers, and other ancillary documents.
Gifting strategies and charitable contributions.
Efficient wealth transfer strategies.
ILITs – Irrevocable Life Insurance Trust policy purchases and transfers.

LPL Financial and Meredith Capital Consulting do not provide tax or legal advice or services.