“I partner with clients and provide them with an alternative experience that is typically not found in the financial services industry.”
INTRODUCTION
Megan gives her clients confidence by providing them with a financial plan including a broad variety of comprehensive solutions and to meet all their needs; tailored investment strategies are designed and employed to support clients’ planning goals. By coordinating with clients’ CPAs, attorneys, insurance agents and other professionals, Megan ensures that all aspects of her client’s financial needs are reviewed under one cohesive plan.
FOCUS AREAS:
- High Net-Worth Individuals
- Legacy Planning
- Financial Planning for Women
- Navigating Through Life Transitions
- Tax Efficient Investing
WHY WE’RE DIFFERENT
See how AdvicePeriod is reinventing wealth management
Grounded in robust planning
While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.
Fueled by unique expertise
The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.
Marked by full access and transparency
There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.
Lead by industry mavericks
We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.
