Means Wealth Management Information

Since 1935, Means Wealth Management has helped families and businesses with their retirement planning and wealth management needs. As a Registered Investment Advisor, we have a fiduciary duty to always act in our clients’ best interest. For individual investors, we believe that your overall financial plan should dictate the way you invest. That’s why our wealth management services incorporate our financial planning services with full-service investment portfolio management. For those responsible for managing the assets of a business, non-profit, or endowment, we partner with you to ensure an appropriate Investment Policy is in place and that assets are managed in accordance with that policy and your institution’s goals. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Means Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.