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Meg Green & Associates, founded in 1984, is one of the leading wealth management firms in the nation ¹, now with offices in Miami and Los Angeles. We provide comprehensive money management and financial navigation to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. Our financial planning approach includes extensive investment portfolio analysis, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. By coordinating goals and risk tolerance with each person’s needs, desires, and circumstances, we can construct and monitor portfolios to suit. Managing our clients’ investments comprises much of how we spend our time. We currently manage or supervise $500 million ² in assets. We are well aware of the huge responsibility it is to manage investment portfolios and we take our job very seriously.
 Money weaves a tangled web throughout life and we endeavor to run interference for our clients when possible. We often act as a liaison to attorneys, CPA’s and other professionals and appreciate the benefits of being able to work within a team to accomplish what we believe to be the best possible long-term results. Our value added services and ability to advise and assist on the many other financial issues and dilemmas that are part of life from a monetary standpoint is what we believe makes our firm unique.
We encourage you to call to explore how we can help and to hopefully welcome you to begin the experience of Wealth Management with the Meg Green & Associates team.
¹ Recognized by Barron’s as one of "America's Top 100 Women Financial Advisors" in 2006, 2007, 2008 & 2009 and named as one of the "Top 100 Independent Financial Advisors" by Barron's in 2007 & 2008 and Registered Rep Magazine in 2007, 2008 & 2009. Please visit our recognitions page for a full listing of third-party awards and recognitions. The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.com for more information. The Winner’s Circle does not receive compensation from financial advisors, the participating firms or its affiliates, or the media, in exchange for ranking. Created by Registered Rep Magazine,the top-100 lists rank advisors in the US strictly by assets under management, through 60% of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he or she must be the founder or leader of that team. Advisors do not pay a fee to be included in the research or the final list. The overall evaluation score reflects an average of all respondents. These rankings and awards may not be indicative of future performance. Working with a highly ranked adviser does not ensure that a client or prospective client will experience a certain level of performance or results. These rankings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. For a complete list of America’s Top Independent Financial Advisors go to: http://registeredrep.com/advisorland/career/americas-top-independent-advisors
² Amount includes assets under management as well as brokerage accounts held through Royal Alliance Associates, Inc. Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPCand a registered investment advisor. Additional investment advisory services offered through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to the following pages to individuals residing in states where we are currently registered. The representatives of Meg Green & Associates are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ CA CO CT DC FL GA IL MD MA MI MN MO MT NV NH NJ NY NC OH PA SC TN TX VA. No offers may be made or accepted from any resident outside the specific states referenced. The representatives of Meg Green & Associates are also separately registered as an investment adviser representative under Meg Green & Associates, Inc., a registered investment advisor, offering advisory services in the state of Florida. As such, these services are strictly intended for individuals residing in Florida. Abroker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
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