Meg Green & Associates
Meg Green & Associates, founded in 1984, is one of the leading wealth management firms in the nation as recognized by Barron's and Registered Rep Magazine. We provide financial navigation and money management services to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. Our comprehensive planning approach includes extensive investment portfolio analysis, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. By coordinating goals and tolerance for risk with each of our client’s needs, desires, and circumstances, we can construct and monitor custom portfolios to suit. We currently manage or supervise $600 million in assets.
Money weaves a tangled web throughout life and we endeavor to run interference for our clients when possible. We often act as a liaison to attorneys, CPA’s and other professionals and appreciate being able to work within a team to accomplish what we believe to be the best possible long-term results. What we believe makes our firm unique is our value added services and ability to advise and assist on the many other financial issues and dilemmas that are part of life.