Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

financial advisor

Working With The Right Advisor

Finding the right financial advisor to work with can be a challenging task. We’ve certainly had clients tell us that their previous advisors weren’t able...
young adult children

Four Important Steps to Preparing Your Young Adult Children for Financial Independence

Written By: Zac Beckerley, CFP® From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults to consider in...
executor

Duties and Responsibilities of the Executor of the Estate

Written By: Tony Pitzer, CFP® No one is ever prepared for the passing of a loved one. Even when family members have time to say...
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Retirement and Inheritance Fund Planning

Written By: Carly Hensley, CFS® No matter how old children get, parents will always see them as their little kids. They have years of memories...
Delta Variant

Merit’s Perspective on the Delta Variant

Written By: Doug Blanton, CFA® After reaching all-time high levels in June, markets have begun to price in the possibility of a new, highly contagious...
checklist

3 Ways to Maximize Your Mid-Year Financial Check-ins

Written By: Brad Cast, RFC® Setting clear and measurable financial goals is essential to achieving a successful retirement plan. Monitoring these short-, intermediate- and long-term...
hands and rings

The Financial Effects of Divorce

Written By: Hollis Hardiman, CDFA™ People who are considering divorce usually think about the emotional toll the split will have on their family. Removing someone...
401k Essentials

401(k) Essentials: Everything Young Investors Need To Know

Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our...
high net worth

Five High Net Worth Investment Management and Financial Planning Tips

Written By: Blaine Malcolm, Wealth Manager | Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on...
retiree

Your Retirement Checklist: 4 Employer-Sponsored Retirement Plan Moves for Near-Retirees

Written By: Kyles Shores | Wealth Manager & Partner For most aspiring retirees, an employer-sponsored retirement plan - commonly known as a 401(k) or 403(b)...
multigenerational family

The Value of Multigenerational Family Meetings

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some...
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Three Ways Women Can Set Themselves Up For Financial Success

Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing...

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