Myra Page

Background

About Myra Page

My partner Brent Mekosh, CFP® and I lead a team focused on helping to ensure that your financial resources support the goals of your family or organization. Family-owned businesses and C-level executives: Our process is designed around understanding your core values while addressing the complexities of wealth management. We collaborate with the Wealth Solutions team at Raymond James to address the four core areas of wealth management: portfolio management and planning, risk management and insurance solutions, cash management and lending, and estate and charitable planning. We can also help business owners value their company and design funding systems to prepare for succession or sale. Institutional Investors: Backed by a dedicated Institutional Consulting Services team at Raymond James, we support institutions in the delivery of all aspects of investment consulting from strategy development and investment research, to reporting and prudent oversight to assist with fiduciary obligations. Our team is committed to creating a custom investment plan aligned with your organization's mission and goals. Email me at mpage@mpadvisorsaz.com or call me at (602) to schedule a meeting. Specialties: Asset prevention strategies, institutional consulting services, investment management, life insurance, long-term care insurance, disability insurance, business planning, cash management, wealth preservation, and trust services. For important disclosure information, please see "Social Media Disclosure" link at "Contact Info" section.