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How We Help
Our Services
Tailored Financial Services,
Aligned With Your Goals
Welcome to Meagher Financial Wealth Management. Our dedicated team offers a variety of financial services aimed at meeting your personal and business needs. We focus on creating financial plans that are right for you now and support your growth in the future. With us, you get experienced guidance and a commitment to your financial success.
Asset Management
Grow your wealth with a plan built around your life.
We provide hands-on, customized portfolio management using risk-aware investment strategies designed to help long-term success. Whether you’re building a nest egg or drawing retirement income, we’ll guide you through market changes with confidence.
Start with your goals. Build everything else around them.
Goal-Based Financial Planning
Whether you’re planning for college, retirement, or your next chapter in life, we can help you create strategies centered on what matters most to you. Our process blends financial planning, risk protection, and estate coordination to support a complete picture.
Life Insurance Planning
Protect your family, your income, and your legacy.
We help you choose the right type of life insurance—term, whole, or something in between—based on your real-world needs. From income replacement to estate planning, we focus on what you want your coverage to do, not what a product brochure promises.
Explore whether an annuity fits your retirement income plan.
Annuities
We are held to a fiduciary standard, acting in the clients best interest , we evaluate your full financial picture to help you understand the different types annuities, their fees and to see if an annuity makes sense for your individual goals.
