Meira Wealth

The Community Foundation is thrilled to announce and acknowledge our newest Rocks of the Community: Linda Lubitz Boone CFP & Norman Boone. With over 30 years of experience in financial planning and investment management, Linda is the founder of Meira Wealth in Coral Gables. In addition to their financial contributions, Linda is also a valued member of our Professional Advisors Council. These generous Rocks of the Community have made a significant gift this year to propel the work of the Community Foundation to meet the growing needs of the community. Our important work is powered by our generous Rocks of the Community, Merrick Society donors and the Charitable Funds we have the privilege of administering.

Yet another wonderful luncheon last week by ACG Austin/San Antonio. Thank you to David Mehok, CFO of Q2, for speaking and sharing some of your career experience working through business transactions. Timeless advice as well on surrounding yourself with a competent team and being willing to lean on their unique expertise.

The topic of portfolio tax efficiency came up yesterday, and this conversation caused me to realize that there are probably quite a few people out there who could benefit from a better understanding of one of the things we do as wealth advisors in the normal course of a year for many of our clients. Tax-loss harvesting isn't something that you will typically see hitting headlines in the Wall Street Journal, so I've provided a link to a resource that covers it in detail with this message. If you would like to learn more about this and other techniques that help to increase the tax efficiency of your portfolio over time, please feel free to reach out to me directly at clint@meirawealth.com. https://lnkd.in/g7x6JrKw #taxes #investing #wealth #meirawealth

I’m happy to share that I have joined MEIRA (Formerly The Lubitz Financial Group), as a Client Advisor in Austin, Texas. I continue to serve individuals and families with complex wealth planning needs across the United States.