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Meyers Investment Group - Baird Private Wealth Management

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Meyers Investment Group - Baird Private Wealth Management

From investment advice to financial planning to managing risk,our wealth management philosophy is built around simplifying your life. Baird & Co.

We're a true partner that works with you to help you reach your goals. Securities and investment advisory services are offered by Robert W. Incorporated (Baird), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit brokercheck.finra.org for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx.

07/24/2025

Major tax changes are here—are you ready? Our Director of Advanced Planning, Tim Steffen, spoke with The Wall Street Journal about how the new legislation will impact individual taxpayers. See how proactive planning can lead to better outcomes:

The just-passed tax-and-spending package provides certainty for filers for the first time in years.

07/01/2025

Your estate plan is more than just an efficient and effective transfer of assets - it's a way to care for your loved ones after you've passed.

In July's Baird Wealth Strategies call, our team of experts will guide us from the basics of titling assets and designating beneficiaries all the way to potential legislation and tax implications that may impact your estate plan.

Regardless of where you are on your estate planning journey, you won’t want to miss this. Register now:

Designed to supplement the experience and expertise you receive from your Baird Financial Advisor, our monthly webinar series offers live education on timely topics and strategies.

06/27/2025

Strategas Washington Research Analyst Jeannette Lowe first breaks down the status, sticking points, and most consequential provisions of the mega tax bill working its way through Congress. She then looks ahead to the end of the tariff pause in July and what resolution we might see there.

Strategas Washington Research Analyst Jeannette Lowe first breaks down the status, sticking points, and most consequential provisions of the mega tax bill wo...

06/20/2025

Strategas Head of Fixed Income Research Tom Tzitzouris explains why he expects 10-year Treasury yields to go lower in the near-term before turning higher over the next several years.

Strategas Head of Fixed Income Research Tom Tzitzouris explains why he expects 10-year Treasury yields to go lower in the near-term before turning higher ove...

06/06/2025

Strategas Senior Technical Strategist Todd Sohn evaluates the market rally 40 days off the April 8 lows before getting into which U.S. sectors look attractive and giving his view on investing internationally going forward.

Strategas Senior Technical Strategist Todd Sohn evaluates the market rally 40 days off the April 8 lows before getting into which U.S. sectors look attractiv...

05/30/2025

Strategas Washington Research Analyst Jeannette Lowe breaks down the implications of the U.S. Court of International Trade ruling that resulted in a permanent halt of most of President Trump’s tariffs, including next steps and the impact on the upcoming tax bill.

Strategas Washington Research Analyst Jeannette Lowe breaks down the implications of the U.S. Court of International Trade ruling that resulted in a permanen...

05/23/2025

Chris Verrone discusses the recent rise in long-term bond yields (and his level of concern) and then breaks down the signs he sees in the current stock market rally. Chris is the Chief Market Strategist and Head of Technical Strategy at Strategas, a Baird company.

Chris Verrone discusses the recent rise in long-term bond yields (and his level of concern) and then breaks down the signs he sees in the current stock marke...

05/16/2025

Strategas Chief Economist Don Rissmiller discusses his updated odds of a 2025 recession after the recent trade war de-escalation before laying out how the inflation backdrop and labor market will impact the economy over the rest of the year.

Strategas Chief Economist Don Rissmiller discusses his updated odds of a 2025 recession after the recent trade war de-escalation before laying out how the in...

05/09/2025

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down his forecast for long-term bond yields – a roller coaster of down then up – before getting into where he sees value and the divergence between Treasurys and Munis.

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down his forecast for long-term bond yields – a roller coaster of down then up – before getting...

05/02/2025

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack takes a look at the markets and economy through the lens of the 3 C’s: consumer, credit, corporate profits – before making a few observations about Big Tech and global stocks.

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack takes a look at the markets and economy through the lens of the 3 C’s: consumer, credit,...

04/25/2025

Amid the recent market volatility, Strategas Senior Investment Strategist Ryan Grabinski breaks down longer-term themes to keep top of mind, touching on AI, its need for more power/electricity, and the broader deglobalization trend.

Amid the recent market volatility, Strategas Senior Investment Strategist Ryan Grabinski breaks down longer-term themes to keep top of mind, touching on AI, ...

04/11/2025

Strategas Senior Technical Strategist Todd Sohn breaks down the recent volatility in the market – the big swings since the Apr. 2 tariff announcement, how he’s thinking about near-term moves, and what he’s watching going forward.

Strategas Senior Technical Strategist Todd Sohn breaks down the recent volatility in the market – the big swings since the Apr. 2 tariff announcement, how he...

Address

360 Sierra College Drive, Suite 200
Grass Valley, CA
95945

Opening Hours

Monday	7am - 5pm
Tuesday	7am - 5pm
Wednesday	7am - 5pm
Thursday	7am - 5pm
Friday	7am - 4am

Website

http://www.meyersinvestmentgroup.com/

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Our Team

Learn more about the Meyers Investment Group by visiting our website.

Kenneth Meyers

Managing Director [email protected]

After earning his BS in Finance, Ken began his career as a financial advisor in 1990. He is known for his portfolio management skills and his client-first approach, and is often called upon to coach or advise others. Ken is a family man first. He and his wife, Stephanie, both avid photographers, have four children. A private pilot who volunteers with Angel Flight, a non-profit that brings together pilot volunteers with patients in need of non-emergency transport, Ken also finds time to serve in leadership positions for a number of civic and non-profit groups throughout greater Sacramento and the Gold Country, including the Viewpoint Photographic Art Center and the Beale Military Liaison Committee.

CA Insurance License #0A38510

Matthew Enright

Vice President [email protected] Matt focuses his talents on retirement plan services and advising institutional clients. Building on his early experiences in sales and small business management, Matt found his niche as a financial advisor in 1993 and joined the Meyers Investment Group not long after. He has been a Mason for more than fifteen years, having served in various leadership positions in many of the Masonic organizations in the Grand Lodge of Northern California, including Scottish Rite Masons and York Rite Masons. He also lends his support to the Ben Ali Shriners of Sacramento and Knights of Columbus.

CA Insurance License #0B32045

Rick Hansen

Vice President [email protected]

Rick’s focus is on advising clients about pre- and post-retirement planning and customized asset allocation investment strategies. He joined the Meyers Investment Group in 1999, bringing with him over twenty years of small business experience. Rick earned his bachelor’s degree from CSU Chico in Marketing and Finance.

CA Insurance License #0E84142

Preston Daniells

Financial Advisor [email protected]

Preston joined Baird in 2011, with seven years of financial industry experience. He focuses his efforts on retirement plans (401(k)s, profit-sharing plans, SIMPLE & SEP IRAs). Born and raised on Maui, he attended the University of San Diego where he earned a degree in Accounting. He then started his career as a Wealth Management Associate at Bernstein Global Wealth Management. Preston volunteers with Junior Achievement and is a member of BNI International.

CA Insurance License #0G95544

Scott Beesley

Certified Financial Planner® [email protected] Scott began his career in financial planning in 2001 while concurrently earning his degree in economics at The University of Michigan. His comprehensive, goals-based financial planning approach looks at your entire financial picture including taxes, estate, risk management, and socially-responsible investments. Scott is very involved in the Grass Valley nonprofit community including The Center for Nonprofit Leadership which trains leaders of other nonprofits and Nevada County Sheriff’s Search and Rescue where he leads the crisis intervention team.