Meschel Wealth Management LLC

Meschel Wealth Management provides discretionary investment management and separate financial planning to individuals (including high-net-worth clients), retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported $98,683,334 in discretionary assets under management across its accounts and implements portfolios primarily through mutual funds and ETFs.

The firm’s investment process starts with an assessment of clients’ objectives and risk tolerance and then weighs active versus passive implementation while seeking low-cost share classes when available. In addition to internal portfolio construction, the adviser may utilize third‑party solutions—including SEI mutual fund models and SEI Managed Account Solutions, where SEI can act as co‑investment advisor—and typically recommends Schwab for custody and trade execution.

Notable distinctions include a two‑advisor team led by a principal who holds both CFP® and CPA credentials, no stated account minimum, and a practice model that can involve third‑party co‑advisory arrangements and direct fee debiting (which may create delegated custody under certain authorizations). The firm also does not vote client proxies (clients receive proxies directly from their custodian) and discloses an outside real‑estate rental business by its principal.