What We Do
Our focus and expertise in investments is a core function of what we do. Although people come to us to help manage their wealth, we pride ourselves in being so much more than a money manager.
Our Investment Committee is constantly monitoring and evaluating the vast amount of investment options available. We look for investment managers that offer consistent returns, have long-term track records, and fit within a client’s unique style allocation.
Since 1984, Meg Green & Associates, Inc. has helped affluent individuals and their families, as well as business owners, manage their wealth through all stages of life. We are proactive and responsive, with the flexibility to provide immediate answers as well as long-term solutions. When you call our office, you’ll always speak directly to a person, not a voicemail. Our goal is for each client to receive the friendly, knowledgeable and personal attention they deserve…as immediately as possible.