Myerson Wealth & Insurance Solutions
11835 W. Olympic Blvd., Suite 465E, Los Angeles, CA 90064
Myerson Wealth was created to maximize value for closely held business entities and preserve and transfer wealth for our high and ultra-high high net worth families. After leaving Public Accounting in 1988, Richard Myerson spent several years as CFO and President in private industry before forming The Myerson Agency, which is today Myerson Wealth and Insurance Solutions. clients to design, develop, implement and maintain strategies to maximize clients’ business value and personal wealth. Using the firm’s alternative modeling approach we design, develop, implement and maintain strategies to maximize business clients’ business value and personal wealth. Our clients comprise of high and ultra-high net worth families, business owners, HENRYs (High Earners, Not Rich Yet), non-profit organizations, and wealthy international citizens.
Design and implementation of Business Owner Exit and Succession Planning, Estate Planning, Tax Reduction Planning, and Income Protection and Wealth Preservation
Long-Term Care; High Limit Disability
|Best Referral Sources||
Tax Attorneys; Estate Planning Attorneys; RIAs; CPAs; Business Managers; P&C Agents