Meinert Wealth Management LLC is a Southern California financial advisory practice led by John E. Meinert, CEPA and AAMS, who has 28 years of experience as a financial advisor. Based in Long Beach, the firm works with families and business owners seeking guidance with important financial goals. Its services include financial and retirement income planning, investment strategies and portfolios, and risk assessment and solutions. The practice also offers guidance for a range of needs, including saving for retirement, preparing for and living in retirement, business ownership, education savings, estate planning, charitable giving, insurance, and tax-related resources.

Meinert Wealth Management describes its approach as relationship-based and grounded in time-tested principles, including investing for growth and wealth preservation. The process begins with getting to know clients and their priorities, then translating those into financial goals and strategies, developing a plan, and helping clients stay with it. The firm highlights a fee-based advisory relationship and a fiduciary standard intended to put clients’ interests first.