Meriwether Wealth & Planning
Typically responds within 24 hours
Meriwether Wealth & Planning
Meriwether has guided some of our client’s families through their financial journeys for three generations. Whether you're a high-earning young professional or managing multi-generational wealth, we understand that you want your finances to have real impact – but may feel uncertain about the best path forward.
At Meriwether Wealth & Planning, we offer personalized, relationship-based guidance through:
•Comprehensive Investment Management
•Strategic Retirement Planning
•Business Services
•Monthly Financial Planning Programs
Our flexible service model means we can support you at any stage:
•Established families looking to preserve and grow
generational wealth
•High-earning professionals building their financial foundation
•Business owners seeking integrated personal and business
planning
•Young families wanting expert guidance through monthly
planning services
Our approach remains simple but effective:
1.We start with a 15-minute call to understand your needs
2.If we're a good fit, we create a clear financial roadmap
tailored to your goals
3.We provide ongoing guidance to keep you confidently on
track
Join the hundreds of clients who trust Meriwether to guide them toward their financial goals – from ambitious young professionals to families we've served for generations.
Schedule a quick call today for your free wealth audit!
At Meriwether Wealth & Planning, we offer personalized, relationship-based guidance through:
•Comprehensive Investment Management
•Strategic Retirement Planning
•Business Services
•Monthly Financial Planning Programs
Our flexible service model means we can support you at any stage:
•Established families looking to preserve and grow
generational wealth
•High-earning professionals building their financial foundation
•Business owners seeking integrated personal and business
planning
•Young families wanting expert guidance through monthly
planning services
Our approach remains simple but effective:
1.We start with a 15-minute call to understand your needs
2.If we're a good fit, we create a clear financial roadmap
tailored to your goals
3.We provide ongoing guidance to keep you confidently on
track
Join the hundreds of clients who trust Meriwether to guide them toward their financial goals – from ambitious young professionals to families we've served for generations.
Schedule a quick call today for your free wealth audit!
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$200,000
Services Offered
Client Specialties
Service Pricing
Subscription
$200 to $600
Hourly Rate
$150 to $500
Percentage of Assets (AUM)
1% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
Clients who would be a good fit
1. Established Wealth Families - Multi-generational wealth needing sophisticated management
- Strong focus on family legacy and values-based planning
- Assets typically $1M+
2. High-Earning Professionals
- Doctors, lawyers, executives, etc.
- Strong income ($250K+) but need guidance building wealth
- May not have significant assets yet, but strong earning potential
3. Purpose-Driven Professionals
- Household income $150K+
- Want to align wealth with values
- Seeking comprehensive planning beyond just investments
4. Business Owners
- Need integrated personal and business planning
- Looking for succession planning or exit strategies
- Business revenue $500K+
- Strong focus on family legacy and values-based planning
- Assets typically $1M+
2. High-Earning Professionals
- Doctors, lawyers, executives, etc.
- Strong income ($250K+) but need guidance building wealth
- May not have significant assets yet, but strong earning potential
3. Purpose-Driven Professionals
- Household income $150K+
- Want to align wealth with values
- Seeking comprehensive planning beyond just investments
4. Business Owners
- Need integrated personal and business planning
- Looking for succession planning or exit strategies
- Business revenue $500K+
Clients who wouldNOTbe a good fit
1. Short-Term Focus - Looking for quick returns or market timing
- Not interested in comprehensive planning
- Seeking hot stock tips
2. Limited Engagement
- DIY investors wanting occasional advice only
- Shopping purely on lowest fees
- Not interested in comprehensive planning
- Seeking hot stock tips
2. Limited Engagement
- DIY investors wanting occasional advice only
- Shopping purely on lowest fees
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
