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Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.
Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, and long-term capital strategy.
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​Clarity for complex wealth—and the life it is meant to support.
Media Coverage & Expert Features
Meredith has appeared on television and radio, been quoted in national print publications, published numerous articles in California journals, and served as a guest speaker to groups including corporations, private foundations, alumni groups, and women’s organizations.
Podcast Interview with Chris Brodhead of Ultra High Net Worth Clients Podcast
April, 2024
KTVU Interview


KTVU Interview

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For prospective clients
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