Experience
personalized thoughtful total wealth management.
Meritage has spent decades guiding clients toward their goals.
Curated Planning Tailored for You
Providing customized strategies and guidance to help you achieve your goals on your terms.
Working with your network of trusted advisors focused on your success.
Personalized Guidance
A dedicated team who knows your goals intimately.
Risk Management
Proactively managing risks from fluctuating markets to unexpected life events.
Personalized Investment Management
An investment approach completely tailored to you.
$2 Billion+
In Managed Assets
30
Years Experience
97
Client Retention Rate
Why Meritage?
The hallmark of our model means that our clients may not know most of our associates, but most of our associates will know every client.
