FINDING THE RIGHT PARTNER IS A KEY STEP TO CHARTING THE RIGHT COURSE FOR YOUR FINANCIAL JOURNEY
At Meeder Wealth Management, we will work for you—as your advocate, your trusted resource, and your partner. We specialize in the wealth management needs of families as well as institutions, and we coordinate our services with the other members of your team such as CPAs and attorneys. From helping you invest and protect your assets, to strategies for wealth transfer and charitable giving, to managing your institution’s financial needs, we’re here to serve you.
Wealth Management provides a holistic client experience including: