Tom Myers

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wealth management investment advisor tax strategy concentrated stock management retirement planning financial planning investment advisory values-based investing income tax planning estate planning insurance management risk management philanthropic planning cash flow analysis education planning equity compensation custom financial solutions asset allocation portfolio management client-centric services personal cfo services customized investment strategies long-term financial planning transparency in services holistic wealth management financial independence tax efficiency legacy planning financial clarity diversity & inclusion in finance charitable giving strategies client engagement comprehensive investment strategies wealth preservation financial stewardship family wealth solutions investment research sustainable investing retirement income planning tax projections financial performance tracking risk mitigation asset protection client trust independent advisory fee-only advisory continuing financial education market condition analysis wealth transfer strategies professional financial advice investment management financial services law practice legal services