For more than 30 years, the Cooper, Meyer & Drescher Wealth Management Group of Wells Fargo Advisors has provided comprehensive wealth management services and solutions to individuals, families, and organizations. We remain committed to navigating today’s complex world of investing and strive to achieve the most critical benchmark – yours.
Congratulations are in order
Team members at the time of award include: Douglas L. Meyer, CFP®, Managing Director - Investments, PIM Portfolio Manager; Neil R. Cooper, Managing Director - Investments, PIM Portfolio Manager, Fundamental Choice Portfolio Manager; Jacob M. Drescher, Managing Director - Investment Officer, PIM Portfolio Manager; Carmel Kelleher, Registered Client Associate; Melanie Maheras, CLU®, ChFC®, Registered Client Associate; Lindsey Baker, Client Associate.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Cooper, Meyer & Drescher Wealth Management Group of Wells Fargo Advisors is an experienced wealth advisory practice focused on providing investment planning services to high net worth individuals, families, and businesses.
Our mission is to manage and reduce the risk in our clients’ financial lives so that they have greater confidence and comfort in knowing their personal goals and ambitions can be supported by a comprehensive investment plan. Our financial advisors are dedicated to working with both internal and external planning resources to best address our clients’ unique needs and objectives.
The Cooper Meyer Wealth Management Group offers a wide range of wealth management services, including:
- Advanced personal planning for individuals and families
- Tax-efficient solutions
- Estate planning strategies
- Risk mitigation solutions for your family, estate, and legacy
- Retirement income and liquidity planning
- Philanthropic giving – establishing private foundations, donor-advised funds, legacy planning