Meaghan Schweitzer

Background

About Meaghan Schweitzer

As a seasoned wealth advisor with over a decade of experience, I am committed to helping my clients achieve their financial goals and align their investments with their life's purpose. I take pride in partnering with my clients to gain a thorough understanding of their unique needs, and developing customized investment and planning strategies that are tailored to their specific situation. As part of one of the top female-led advisory teams in the country, as recognized by Barron's, I provide exceptional service to each and every one of my clients. My approach is centered around building long-term relationships based on trust, transparency, and a genuine care for my clients' financial well-being. I have a particular interest in working with women, the next generation, non-profits, and foundations to help discern mission and create investment policies that align with their values.