Myerson Wealth

Our fee-based services help clients design, develop, implement and maintain strategies to maximize business value and personal wealth. These plans involve a high degree of analysis, introduction of economic and tax planning ideas, alternative modeling, and recommendation reporting. Our highly trained staff of CPAs will create in-depth modeling to maximize value for all our client profiles: High and Ultra-High Net Worth Families Owners of Closely Held Businesses HENRYs (High Earners, Not Rich Yet) Non-Profit Organizations Wealthy International Citizens In 1994, I formed Myerson Wealth and Insurance Solutions to design, develop, implement and maintain strategies to maximize clients’ business value and personal wealth. Our analyses and alternative modeling provide recommendations to maximize value for high and ultra-high net worth families, business owners, HENRYs (High Earners, Not Rich Yet), non-profit organizations, and wealthy international citizens.