Robert Meyer CFP®, CPWA®, CEPA®

I’ve had a passion for the financial services industry for as long as I can remember. As a teenager I became an avid reader of The Wall Street Journal, and at 15 I purchased my first stock.

I took that passion and built a career that includes serving clients at Morgan Stanley and Smith Barney for a combined 14 years before creating a private practice as an independent advisor, beginning in 2012. On January 1st 2021 I merged my former company, Truuwater Financial, with BWM Financial (now Stratos Private Wealth, SPW) creating an enduring firm which has the depth and breadth of resources to serve clients multi-generationally.

Every day at SPW, I get to help people achieve their financial objectives and carve their ideal financial future. I am proud to be part of a team who shares a common mission to provide outstanding service to our clients.

I love being independent because our team can set the standard for our company’s culture and optimize a client experience that is well above the industry norm. The financial services industry is complex and often confusing, so I offer clients the transparency they deserve, which fosters trust in my relationships with them.

As a business owner, I am passionate about helping those who also operate closely held businesses. We also serve high-net worth families and help them identify and resolve blind spots within all aspects of their wealth. (Investments, taxes, estate planning, asset protection, risk management, charitable pursuits, etc.)

Over my career I’ve observed that people simply don’t have the time required to manage their wealth. It’s my role as a trusted partner to coordinate all financial matters for our clients so they have the time and resources to pursue what they love.

When I’m not at work, I enjoy spending time with my wife and daughter, playing tennis, cooking, walking, traveling, reading, and listening to podcasts and audio books. I am also certified in SCUBA and love to dive when the water is warm!

If you’d like to schedule a quick call to hear about our client experience and see if there is a fit, please visit our real-time calendar and book a call using the link below:

Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.