Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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Wealth Transfer

People typically accumulate assets for their enjoyment and security.  But for most it becomes increasingly important to think about how these assets can create a personal legacy for family, friends, or causes that are dear to the heart.

We help our clients think through and establish their legacy and coordinate that with their investments so they can be confident that their wealth can not only provide their desired lifestyle and security now, but have an impact on the future.  The following are common ways we assist clients

Estate planning can outline ways that your legacy can be passed on in the most tax efficient way.  This can be done along with an estate planning attorney to create will and trust documents.

Trusts are often utilized to secure the legacy for many people with significant assets, .  We have a network of trust administrators who can manage the day to day affairs of a trust as we manage the trust’s investment assets to meet the trust’s long term goals.

Charitable Giving which aligns with your values is an important part of the legacy you create now.  We offer our wealth clients the ability to set up a tax deductible charity fund that can could help offset larger taxable income.  From this fund, donors can choose which charities support their values and how much to give each year.  When a donor passes, the fund would either terminate with designated charities receiving the proceeds or a successor/s chosen by the donor could continue making charitable grants.

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The Myers Cap Post

  • Profits Improving But Likely Not Caught Up
  • Is Your Portfolio Ready For What’s Next?
  • Clark Capital Quarterly Economic and Market Review and Outlook
  • Disappointing December Jobs Report
  • Growth Accelerates In December
  • 2020 Overview and 2021 Expectations
  • Merry Christmas 2020!
  • Are You Really Diversified?
  • Will Other Stocks Catch Up to Tech?
  • Income & Spending: Where Do We Go From Here?
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Location & Office Hours

(215) 657-0300

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WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management (“RIA Firm”) is a registered investment adviser located in Abington. Myers Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements Myers Capital Management ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Myers Capital Management ’s web site on the Internet should not be construed by any consumer and/or prospective client as Myers Capital Management ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Myers Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Myers Capital Management , please contact the state securities regulators for those states in which Myers Capital Management maintains a registration filing. A copy of Myers Capital Management ’s current written disclosure statement discussing Myers Capital Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Myers Capital Management upon written request. Myers Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Myers Capital Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.   This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Myers Capital Management and individually licensed and appointed insurance agents.   • Copyright Myers Capital Management
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