What We Do
Our resolution at Wealth Management International is to provide innovative and prudent financial stewardship to guide our clients in achieving their life goals and dreams.
As we walk our clients down their Path To Prosperity, we work with them in Building, Preserving, and Transferring their wealth. With an actionable financial plan, we seek to simplify financial decisions, help clients achieve their financial goals, and live today with true peace of mind!
Build
When you are on the path to building wealth, it helps to have an experienced guide who can help show you the way, explain your options when you come to a fork, and provide you with assurance and encouragement when the trail gets rocky.
Preserve
The financial world is constantly changing, just like winding trail through a forest, and a surprise could be waiting around any turn. So, we don’t just walk with you, but ahead of you as well, to blaze the trail and eliminate any surprises that may put your wealth preservation at risk.
Transfer
Once you have completed your journey, you will leave family, loved ones, or cherished institutions that are still walking down their own path to prosperity, and you may wish to transfer your wealth to them. We can guide you in planning your legacy, transferring your wealth, and walking those you care about down their own unique path to prosperity!
Who We Serve
We provide our comprehensive financial planning and wealth management solutions to select families, individuals, non-profits and endowments, trustees, and small businesses.
Families & Individuals
We work to develop a personal relationship and a life-long partnership in walking our family and individual clients down their Path To Prosperity. Our strong and diverse team will not only develop the plan for your unique journey, we will also walk with you as everything is implemented to ensure the highest probability of success.
Non-Profits & Endowments
At Wealth Management International, we are proud to support any organization working to make the world a better place. Our proactive wealth management solutions make us a great partner to these organizations so they can focus on achieving the mission for which they have been called.
Trusts, Plan Sponsors, & Small Business
The path for trusts, plan sponsors, and small businesses can be a tricky one to navigate in today’s environment. With ever increasing regulatory and compliance requirements, we work to guide our clients as well as shoulder some of the burden so they can remain focused on their goals.
Who We Are
We believe in a coordinated and collaborative team approach and have team members that specialize in many areas of the financial world, creating a one stop shop for implementing the many parts of your financial plan. Learn more about our team and who is committed to walking you down your Path To Prosperity.
Daniel R. Meier, AWMA
Partner
Wealth Advisor
Portfolio Manager
Lynn Forman, CFP®
Chief Compliance Officer
Wealth Advisor
Patrick Fearon, CFA
Chief Investment Officer
Lead Portfolio Manager
Vicky L. Ulrich
Client Service Associate
Investment Processing & Transfer
Financial Paraplanner
Mary Kay Wilson
Client Service Associate
Investment Processing & Transfer
Judy Thomas
Director Of Marketing
Kim Pozdol
Director of First Impressions
Paul Lee
Director of First Impressions
Our Insights and Events
Communication is paramount for us, and we believe in communicating in a variety of formats. Click below to see how we communicate through the written word, presentations, and photos and videos.
Insights
We believe in continual, detailed analysis of the economy and financial markets in order to build unique insights into evolving investment opportunities and risks. We regularly communicate our insights to clients so they can better understand how we are managing their assets.
Upcoming Events
We offer regular investment symposia and other presentations where clients and the general public can hear our insights in person, learn about unique investment strategies and financial management techniques, and ask questions about our approach and services.
Photos and Videos
A picture is worth a thousand words, and a video is event better! We hope you’ll enjoy taking a look at some media of our recent events.
Advisory services offered through Wealth Management International, Ltd. (WMI), or AdvisorNet Wealth Management (AWM), SEC registered investment advisors. Tax planning, preparation and estate planning offered through Strategic Tax Planning LLC (STP). Insurance and risk management services offered through Family Legacy Planning LLC (FLP). WMI and STP are separate companies, but affiliated by ownership and control. AWM and FLP are separate companies and not affiliated with any other entity.
