Michael Meschede
Wealth Manager
BS Accountancy/Finance (University of San Diego)
My passion for the industry has been threefold: 1) My love for markets, 2) The ability to create long-term value for my clients, and 3. Building meaningful relationships with my clients – this is something I’m most passionate about.
What I love most about my job
I love connecting with people, building long-term meaningful relationships and the ability to help clients achieve their long-term goals is incredibly rewarding.
Specialist areas of expertise, both locally & offshore
Global Citizenship
Investments
Private Equity
Legal Fiduciary
Estate Planning
Tax
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.