Meira Wealth

Meira Wealth is a financial planning and investment management firm in Coral Gables. The team focuses on helping clients through major life moments such as building wealth, retirement, divorce, the death of a spouse, or receiving an inheritance. Its approach starts with a financial discovery questionnaire that organizes a client's full financial picture before the first conversation.

Meira Wealth serves clients who want ongoing guidance rather than a one-time transaction, and the firm says it works alongside clients to build a financial roadmap. Spanish is spoken at the office. Prospective clients can reach the team by phone, toll-free, or by email, and the firm lists its Form ADV and Form CRS disclosures on its website.