About Us
Our firm, Trapani Meyer, is a premier boutique financial planning firm based in California, having helped high-net-worth families and businesses across the United States for over 50 years. We enjoy working with professionals, business owners, athletes, entertainers, retirees, and their families, delivering customized strategies that align with their unique lives and goals. Trusted relationships with our clients are at the heart of what we do. We are committed to making you feel secure and empowered every step of the way. Welcome home.
We Help With...
We build diversified investment portfolios that match your needs and timeline. Our portfolios include tax-loss harvesting opportunities and are actively rebalanced as the market moves. Ask us...
- How much should I be saving and where should I save?
- What assets should I use and when?
- How do I plan for market changes?
Our Team is Award-Winning
We are pleased to announce that Partner and Private Wealth Advisor John Trapani of Trapani Meyer Wealth Management & Insurance Services has been named among the Best-in-State Wealth Advisors by Forbes.
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.