A wealth of good. A world of difference.

Wilfong Meyer Wealth Management Group John E. Wilfong, Douglas R. Meyer, Keri T. Gage, Stanley Viner, Michelle F. Martini

Wilfong Meyer Wealth Management Group


phone

901-415-3081



phone

855-455-4143





address

6070 Poplar Avenue
Suite 400
Memphis, TN 38119



There’s more to wealth than money. There’s your family’s security and well-being. The growth and success of your business. A worthy cause that’s transforming lives. At Wilfong Meyer Wealth Management Group, we have the diversity of skills, education and experience to help you pursue your goals and greater ideals through meticulous planning and investing. We focus our attention and energy on making a difference in people’s lives. And, we work together as one cohesive team to simplify complex situations, to ultimately help you make a significant and lasting impact for good. It’s all backed by UBS—one of world’s largest wealth managers.

We start by asking you one simple question: what is important about money to you? Your answer is a call to action for us.

“Our clients are good people—they care about others, they give back, they have integrity.”

— John Wilfong

Success doesn’t just happen. It’s planned.

Comprehensive planning can often streamline your business and position you for greater success. We consider the individual factors that shape your company as a whole.

If you’re looking for growth, what are best options for capital—and how will that affect your plans for retirement? Or if you’re thinking about an exit, what are the tax implications, and how will that impact your cash flow today? Effective business planning cannot be done in isolation; it must be integrated to help your business thrive. Our specific business solutions include:

  • Customized financial planning
  • Funding of business growth
  • Lending services
  • Insurance solutions
  • Management of cash flow
  • Retirement planning
  • Estate planning strategies
  • Family governance strategies
  • Exit strategies before, during and after a sale

Helping you minimize the complexity and maximize the impact

Many of our clients hope to make a difference in the world. We know how to turn a passion for giving into a powerful change for good: the key is to maximize the impact of your donations.

It’s essential to donate the right amount, at the right time, to the right organization—in the right way. Would that be donor-advised funds? Are there tax advantages to giving away appreciated securities? What will work best for you and your goals?

Philanthropy requires careful, strategic planning at multiple stages to optimize outcomes.

Charities we’re passionate about

  • UBS Optimus Foundation — a global network of charitable foundations that focuses on the priority needs of children, making strategic investments in health, education and child protection.
  • WiseHeart Foundation — Works with Christian philanthropists to assist them in making wiser, more effective contributions to achieve their personal charitable goals.
  • ARISE2Read — A partnership of churches and businesses with local school districts to strengthen second-grade students and enable them to enter third grade reading on grade level.

Compassion and guidance when life changes

Going through a divorce or suffering the loss of a loved one is such an emotional time. For many women, financial questions come up as well—how much money do you have, will it last and what should you do now that you’re on your own? This is precisely where we can help.

We take the time to listen, to understand where you are today, to learn what you’re looking for. We then analyze your finances and create a comprehensive plan designed to meet your goals—now and in the future. Our proactive approach and responsiveness helps keep you on track and allows us to adjust your plan as your needs evolve over time.

We know transitions are difficult. Let us offer guidance and help along the way.

“We simplify wealth management and make the process tangible. This helps our clients take action and make informed financial decisions.”

— Doug Meyer

Planning based on your priorities

Understanding your priorities in life is essential to managing your wealth. At Wilfong Meyer Wealth Management Group, our process starts with questions and a discussion centered on what’s most important to you. We then help organize your financial life into three key dimensions:

Liquidity. Longevity. Legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.


“One of our greatest strengths is creativity—we look at situations through different lenses, then offer custom solutions as a result.”

— Keri Gage

Investing focused on your goals

Once we have a clear vision of your overall financial picture, we bring together the best resources within our team and UBS to deliver investment solutions to help grow and preserve your wealth.

  • Customized asset allocation. Your asset allocation strategy is specifically tailored to align with your wealth management plan. We continuously monitor and review your portfolio to ensure that it stays on track, working to meet your goals and objectives.
  • Access to investment specialists. Our team has full access to UBS investment expertise across every asset class including equities, fixed income and emerging markets. This enables us to refine your investment strategy and asset allocation as needed.
  • Ongoing vigilance of goals and circumstances. We check in on a regular basis to address for any fluctuations in your personal circumstances, your tolerance for risk or changes in your family dynamics—and modify your financial plan and investment strategy accordingly.
  • Worldwide market intelligence. To alert you of new investment opportunities, we’re always looking at market conditions through UBS’s extensive research and market intelligence from around the world.



Insights

Top of the Morning Podcasts

Top of the Morning daily podcasts

Planning for the future

Business Owners are a rare breed