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.