Meghan Railey (CFP®)
Meghan Railey focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- AUM
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Optas specializes in assisting clients with: liquidity events, problem solving, tax planning, investment decisions, concentrated stock positions, and all aspects of financial planning goals. We also offer a Multi-Family Office service for clients with a net worth in excess of $25 million dollars.
Additional Information
The advisors and team at Optas are very collaborative with each other. We believe in maintaining the utmost confidence and service to our clients. We excel is assisting clients throughout all the varies stages of life and goals.
NAPFA Start Date
June 22, 2023
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