We're a multi-family office that offers...

Financial Planning

Early retirement? Buying your dream home? Expecting a newborn child? — life moments that provide great joy, but come with so many financial questions. Don’t worry, we’re by your side to guide you.

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Investment Mgmt.

Want to reduce risk, reduce taxes, and reduce fees? We will build a custom portfolio for you that maximizes return while reducing risk, and leverages technology to lower your taxes and avoid higher fees.

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Tax Preparation

Stressed out about taxes? We’re here to make tax preparation and filing simple. Just upload some files, and we'll do the rest. We'll also optimize your taxes, and ensure you get the largest eligible refund.

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You’re not in this alone. Let’s identify your goals. Then, let’s plan and invest for them.

Goal Planning
 
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Going through a life transition,
but don’t know how to plan for it?



Don’t worry! We’ll guide you through every phase...


01. Starting Out

  • Balancing a budget
  • Managing student debt
  • Setting financial goals
  • Negotiating a job offer
  • Employee benefits selection 
  • Managing credit scores
  • Home / Car purchase decisions
  • Setup a will, living will & power of attorney

02. Settling Down

  • Merging finances with a loved one
  • Purchasing your primary home
  • Planning for a newborn
  • Planning for education – daycare to college
  • Evaluating life insurance options
  • Planning & saving for retirement
  • Saving for vacations
  • Basic investment planning

03. Entering Midlife

  • Reevaluating your tax strategies
  • Fortify your retirement savings
  • Plan for the costs of college
  • Looking after your kids
  • Taking care of ageing parents
  • Purchasing a vacation / investment home
  • Preparing for the “What Ifs” in life
  • Advanced investment planning

04. Nearing Retirement

  • Coordinating retirement income
  • Trust & estate planning
  • Consider long term care options
  • Determining health care needs
  • Financially empowering your children
  • Planning for early retirement
  • Flexing your philanthropic muscle
  • Evaluating long term care needs

Your goals, our mission. 

Together we can, together we will...



01. Get Organized

We'll link all your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect the current market conditions, and your unique needs.


02. Get On-Track

We'll alert and remind you of financial factors that may impact your ability to achieve your goals. This takes pressure off you, allowing you to focus your energies on what matters most in your life.


03. Get Ahead

Our proactive approach to planning ensures that you're anticipating every life transition, and planning for it ahead of time. We don't like surprises (unless a cake is involved), and we're sure you don't too either.


04. Get Insights

Our team of experts are objective and unbiased. We'll share recommendations with you in an independent, transparent and succinct manner. No hidden fees. No hidden agendas. We always put your best interests first!  


05. Get Informed

Knowledge is power. We want you to have the power to make the best decisions for your life. We'll stay abreast with the latest financial planning and investment management trends, and ensure you're updated on them along the way as well.


06. Get Aligned

Always remember, we're in this together. You are not alone. We'll align on your life goals, and work towards helping you achieve them. As life happens, we'll refine your goals, and align our recommendations to meet your objectives!


We succeed when you maximize your
return on investment life!



"My wife & I recently moved to the United States (from East Asia) with our one-year old. I was earning $150K per year, and my wife is a homemaker. MYRA Wealth guided us through the basic financial instruments in the US, and provided us with a realistic and achievable strategy to fund not only our retirement, but also save for our child’s education (529 plan)"

FRESH OFF THE BOAT
New York, NY

"We can save $100K+ in federal and state taxes?!? That was my reaction, when MYRA Wealth educated my wife & I on the use of an IRS Section 121 exemption – which allows us to receive a tax exemption on up to $500,000 of the gain on the sale of our primary residence. That’s real value!

FIRST TIME HOMEOWNER
Jersey City, NJ

"MYRA Wealth takes a more holistic, total wealth approach that prioritizes all my goals—beyond just retirement—and helps ensure that they are achieved. I’m a young 30-something start-up employee. I’ve always dreamed of pursuing an MBA. MYRA Wealth understood me, and helped me to create an education savings strategy that got me closer to my goal."

#MILLENNIAL
Atlanta, Ga

"I like to work hard and play hard. However, as a business owner, I’m mostly working hard but don’t have the time to play hard. I hope to retire early, and play hard in retirement. I was re-investing all my income into the business, and forgetting to take care of my future. MYRA Wealth helped me setup a SEP IRA, to sock away 20% of income. Hello early retirement…"

SMALL BUSINESS OWNER
Philadelphia, PA

"Baby #2 was on the way, and our house was getting smaller. We loved our home, and did not want to sell. But we did not have a substantial down payment for a 2nd home. Until MYRA Wealth advised us on a Cash-Out refinance. We pulled out some equity from our 1st home, enough to get a substantial down payment on our 2nd home. We now own both homes, and rent the 1st home for extra income."

NEW PARENTS
San Diego, CA


"I wanted to increase my 401(K) contribution from 0% to 4% of my base pay, but my company failed to implement my request. MYRA Wealth directed me to an IRS guideline which mandated my employer contribute 25% of the missed contribution + matching contributions + lost investment returns. That's a $10,000 savings for me."

DILIGENT SAVER
Baltimore, MD

The sooner you start,
the closer you’ll be to reaching your goals.


Schedule a FREE Consultation today!




Still not sure? Want to dig a little deeper before making a decision? We understand. We encourage you to learn as much as possible about us.

Learn more about us

While technology makes our services possible, our expertise makes it exceptional. Meet the brains behind the operation.

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Dive into our services

Everyone has dreams and goals they want to pursue – it’s just hard to stay on-track and execute. We can help you. Take a look our services and approach.

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Gain invaluable insight 

Browse our videos, and read our articles – get the answers you need to your financial questions. Need more help - just give us a call...

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Schedule a 30-minute FREE Consultation with one of our advisors today!

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