Financial Advisors and Wealth Managers in Southlake, TX
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Southlake, TX Office
Contact
Phone: 817.267.9480
Fax: 817.488.6700
Location
2625 E. Southlake Blvd.
Suite 100
Southlake, TX 76092
Business Hours
Mon - Fri (8AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Tony Pitzer
Wealth Manager, Partner
Meet Tony >
Tony Pitzer
CFP®
Partner, Wealth Manager
Tony Pitzer is a Wealth Manager and partner in Merit. He supervises the entire client experience including the development of financial plans in the TruWealth® Process, designing retirement distributions and investment recommendations, and the Concierge Wealth Management Experience™ process, which helps clients monitor their financial plan, insurance, and investments.
Tony has over 20+ years of service in the financial industry. He has a Bachelor of Science in Family Financial Planning from Texas Tech University, is a CERTIFIED FINANCIAL PLANNER® Practitioner, and holds his securities and insurance licenses.
In his free time, Tony enjoys traveling, working in his yard, and spending time with his growing family which includes his wife Melody, her college age son, their toddler, and the dogs, Charlie and Lucy.
Nicole Denson
Director of Business Development
Meet Nicole >
Nicole Denson
Director of Business Development
Nicole Denson is a Director of Business Development in the Frisco office. She focuses on marketing and business growth through client satisfaction and experience, community outreach and events. Nicole enjoys meeting new people she can introduce to the Frisco advisors and Merit Financial. She received her Bachelor of Arts from Plymouth State College with a focus on performance. She enjoys traveling and being involved in her church. Nicole also likes to perform locally, go on adventures with her daughter, kickbox and spend time with family and friends.
Bret Hackett
Wealth Manager
Meet Bret >
Bret Hackett
CFP®,CeFT®, MBA
Wealth Manager
Bret Hackett brings the specific skills and knowledge to help advise our high- net worth investors as they pursue their life, financial and legacy goals. Utilizing his experience, talents and passion, Bret designs customized financial plans addressing the specific needs of his clients by addressing their precise complexities and desired financial goals.
As an Ambassador to our widowed clients, he has specific training to help integrate the personal side and technical sides of life transitions with the goal of helping our widowed clients make good financial decisions as they move forward with confidence and a sense of purpose.
Bret has obtained his B.S. in Interdisciplinary Studies from UTA and an MBA from Texas Christian University. He holds his Certified Financial Planner and Certified Financial Transitionist designations. When Bret is not working with clients, you can find him following his favorite sports teams, enjoying golf, fishing and traveling. He resides in Bedford with his wife Maggie and his two sons.
Heather Peery
Client Service Manager
Joy Kirsch
Wealth Manager, Partner
Meet Joy >
Joy Kirsch, CFP®, CeFT®
CFP®, CeFT®
CFO of Life Changing Events
Joy D. Kirsch’s career is a testament to her belief that true wealth is not just a measure of one’s financial assets, but the sum of a person’s health, wealth, and personal relationships. She spends her time helping widows define their values, dream new dreams, and align their wealth accordingly. To enhance this commitment, Joy recently merged her firm with Merit Financial. Merit offers strong executive leadership, expanded portfolio options, and an efficient back office.
This strategic partnership has allowed Joy to return to a client-facing role and train other advisors on her trademarked process for supporting widows. The TruWealth® Process was originally created after she lost her husband and business partner at the age of 30. As a result of that experience, she sought to understand life-changing events and how they affect financial decisions. Joy has since focused her career on helping women navigate the difficulties associated with widowhood, make sound financial decisions, and move forward with confidence and a sense of purpose.
Joy is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a past Certified Financial Transitionist® through the Sudden Money® Institute and the founder of The Widows Journey, a non-profit entity dedicated to educating and empowering widows. She is a member of the Dallas Financial Planning Association and former chairman of the Fort Worth Business and Estate Section of the Tarrant County Bar Association. She is securities and insurance licensed and graduated cum laude from the University of Dallas with a bachelor’s degree in Economics.
Although Joy has won several industry awards, she is most proud of her twenty-five talented, beautiful, and exceptional nieces and nephews. When she is not hanging out with those family members, she can usually be found watching the sunset at her East Texas ranch, working on her golf and tennis game, or trying a new restaurant with her beau, Ron.
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Southlake
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Southlake, TX
Our service areas include:
- Westlake
- Trophy Club
- Colleyville
- Keller
- Flower Mound
- Grapevine
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Southlake and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.