Broker Check

2019 Welcome Letter

| February 01, 2019

Happy New Year! 2018 was another wonderful and fulfilling year for the two of us. Our business has expanded, and our relationships with all of you continue to make this a rewarding career and enjoyable business to wake up to each and every day. 

2019 is bringing some changes and additions to our business and office. First and foremost, we are excited to announce a new Client Associate of our team, Alyssa Resnik. Alyssa is northwest born and raised, just like the two of us, has a finance career background, an Economics degree from Willamette University and lives in Lake Oswego with her family. She is back in Oregon after spending the better part of 2018 travelling the world with her husband and two children. Alyssa will be handling our day to day office operations, updating client records and information, answering your questions or directing you to resources if either of us are not available. She will certainly be expanding her role as she becomes more familiar with our office, the business, and all of you. We could not be more excited to welcome Alyssa to our team, and we know you will find her a professional, smart and, most importantly, incredibly pleasant to deal with.

Second, you will see a name change on your statements in 2019. Richard E Meyer, or Meyer R, will be replaced by Meyer Wealth Management, Greg Meyer, or Meyer G. Rick is not retiring or going anywhere, and will not be changing his day to day routine! It has been incredibly rewarding to work together for the past seventeen years, and we are hoping for seventeen more! However, it is time to make some adjustments as the business grows for longevity and succession purposes, and Greg will now become the primary advisor listed on your accounts. After seventeen years, Greg has proven he can have his name on the statements (wink, wink).

Lastly, we are jumping into the 21 st century with a website! Not too far into 2019, you will be able to visit We hope to have links for online access, as well as current information on markets, our services and history.

This is an exciting time for us and our business. We are looking forward to serving you for many more years to come, in bad markets and good, from your saving years into retirement. We thank you for your trust, and letting us be your financial partner over the years. We will continue to work hard for you and earn that trust each and every day, and at every opportunity.

Please do not hesitate to call with any questions, (503) 808-9726, and we wish you a Happy New Year!