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Curated Planning Tailored for You

At Meritage, we view wealth management as more than just finances. Our guidance and customized strategies help you achieve your goals on your terms.

Working Together on the Right Plan

We believe that good outcomes are the byproduct of good planning. As our lives have become fuller and more complex, the required inputs to construct an effective and thoughtful plan have expanded. We embrace the expertise of specialized advisors and the integral role we play in helping bring these pieces together.

Total Risk Management

By examining risk across your total financial picture, we help identify blind spots, mitigate uncertainty, and provide confidence in times of unpredictability.

  • Estate Planning – Strategies to transfer your legacy seamlessly to heirs and causes according to your wishes.
  • Tax Optimization – Managing taxation holistically to maximize savings and growth in line with your broader financial objectives.
  • Charitable Giving – Incorporating charitable giving in a strategic manner to deepen your impact on causes you care about.
  • Risk Assessments – Proactive analysis and protection strategies to shield your finances from market fluctuations and unexpected events.
  • Retirement Income – Custom retirement solutions that provide reliable income streams to cover expenses in your later years.
  • Insurance Solutions – Coverage assessments and policies to safeguard your family and assets properly.

Meaningful Conversations

At Meritage, the foundation of effective guidance is taking the time to truly understand what matters most to you. Our team aims to establish trusted relationships through open, candid dialogues focused on your aspirations, values, and vision for the future. This personal approach enables us to provide financial guidance that is highly customized to your unique needs as they evolve over time.

Grow With Us

Successfully achieving your goals is a journey and our team is here every step of the way to help you reach them.

Let's Build Something Together