Meira

Meira Wealth is a registered investment adviser founded in 1997, previously known as Linda S. Lubitz, CFP®, PA, and now operating as Meira Wealth. The firm offers personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Initial financial planning services are fee-based, calculated as a percentage of the client's adjusted Net Worth, with a minimum fee of $2,000. Investment management services are fee-based, with fees based on a percentage of assets under management, starting at 1.0% for the first $2,000,000. The firm primarily invests in no-load mutual funds and exchange-traded funds, with a focus on active and passive management styles. Meira Wealth follows Modern Portfolio Theory and emphasizes long-term investment strategies. The firm does not accept performance-based fees, engage in side-by-side management, or vote client securities. Clients have the option to grant discretionary authority for trading, and the firm has a Business Continuity Plan in place to address various disaster scenarios. For additional information or questions, clients can contact Linda Lubitz Boone, CFP®, the Chief Compliance Officer.