Wealth Management

You’ve worked hard to get where you are today. We want to help you live the retirement you dreamed of and planned for over the years. Our advisors offer a broad range of guidance by taking your goals into consideration. Our team strives to build a trusted relationship through helping you understand your options. Merit advisors have experience working with clients who have spent their careers in the telecommunications industry.

We have since branched out to work with all individuals and families desiring to have a 1 on 1 personal relationship with a financial team. Specializing in asset protection and risk management, we help you protect your wealth from outside forces and unforeseen events, through the use of insurance and risk mitigation strategies, no matter what form they may take.

Our array of financial services are centered on your personal growth and personal goals.

Financial Planning

Our financial planning team focuses exclusively on helping you work towards your planning goals as they relate to pursuing a financially confident retirement. It is our goal to provide you with personalized planning that will improve your quality of life.

Financial Planning

401(k) Review: We will partner with your 401(k) provider to analyze your current 401(k) portfolio and educate you on your options.
Estate Planning: We offer an in-depth educational session and review of any current estate plan. After our initial meeting we will work to assess and maintain existing plans, including account titling and beneficiary designations.
Insurance Planning: Our team will perform an insurance needs analysis including in-house design and implementation. This may include the following types of insurance: life; term; disability; health; property and casualty.
Tax Minimization: Merit will assist with tax planning and tax reduction strategies with the help of our on staff CPAs.

Asset Protection

Our team focuses exclusively on helping you work towards your planning goals as they relate to pursuing a financially confident retirement. It is our goal to provide you with personalized planning that will improve your quality of life.

Asset Protection

Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. We listen intently, assess your needs, and then help you create a path that leads you toward your desired outcomes.

Risk Management

We strive to identify risks that could impact your situation such as, market risks, liability risks, moral obligations to family and legal risks from business ventures.

Risk Management

We strive to identify risks that could impact your situation such as, market risks, liability risks, moral obligations to family and legal risks from business ventures.

We will evaluate strategies to help reduce potential exposure to loss suffered from unforeseen events.

Investment Management

Our investment committee is focused on pursuing solid investment returns that strive to meet your overall financial objectives. They are supported by our investment department, which handles all trading and investment strategies.

Investment Management

Young Professional Planning

The purpose of the program is to help create sustainable savings habits, deal effectively with debt, and help with employer benefit plans and personal investment accounts.

Young Professional Planning

Changing the financial dynamic for young professionals who may feel overwhelmed by the economic conditions and “over information” of the internet. The purpose of the program is to help create sustainable savings habits, deal effectively with debt, and help with employer benefit plans and personal investment accounts.

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Wealth Management

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