Wealth Management Resources

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

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Why You Should Have A Cohesive Wealth Management Team

You need more than a bunch of experts to help you address your financial needs, challenges and opportunities—you need them to work together on your...
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Wealth Management & Planning Before Retirement: Key Concepts

There comes a time in the life of any successful person where their financial priorities begin to change. They stop being so concerned with asset...
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Buy Experiences. Not Stuff. Here’s Why.

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really...
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How to Choose an Executor for Your Estate

Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that...
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Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create...
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Stress Testing Your Wealth Strategies

Stress testing can also be effective at identifying potentially big problems—or possibly huge mistakes—so you can make changes proactively. We believe stress testing should be...
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Ask The JD

Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that...
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How to Help Parents – and Yourself – Live Better at 80, 90 and Beyond

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper...
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How Playing the Long Game Could Help Build Wealth and Success

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.The long game means having a...
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Four Ways the Super Rich Manage Their Wealth

The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove...
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Here’s Why You May Need to Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their...
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The Benefits of DNA Behavior

Merit has partnered with DNA Behavior in order to achieve a greater and more in-depth perspective on the financial behaviors, risk tolerances, and communication styles...

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