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  • Working Together On Life's What Ifs
  • Working Together On Life's What Ifs

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The Need For Competent, Objective Financial Guidance Has Never Been Greater

Unbiased Guidance, Highly Personalized Service

Intentionally Serving A Limited Number Of Clients

Meridian Wealth Management

Meridian Wealth Management was founded by experienced, accomplished financial professionals who want more for our clients than can be found at giant banks.

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The Partners

With a 360-degree perspective, I help clients to anticipate and prepare for life’s events by skillfully managing investments…

Tanya R. Mathews, CFP®

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The Partners

My goal is to help my clients make informed decisions about risk and reward, empowering them to more effectively distinguish…

David B. Hansen

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The Partners

The sequencing and consistency of returns matter, and losses are much more damaging than gains are beneficial…

Richard “Chip” Mower, CFP®

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The Partners

As a Financial Advisor my number one priority is managing risk for my clients. To help them reach their financial goals I am…

Rich Weintraub, CFP®

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Meridian News

Midyear Outlook 2016: A Vote of Confidence

As we embark on the second half of 2016, the headlines and much of our attention.

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Meridian News

Meridian’s Privacy Policy

Meridian Wealth Management considers the privacy of its clients.

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Meridian News

2016 / 2017 Tax Season Guide

To ease some of the burdens of tax season, we’ve created this helpful guide.

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Meridian News

Outlook 2016: Embrace the Routine

When you think of a routine, what is the first thing that comes to mind?

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Meridian News

Please join us in celebrating our ten-year anniversary

Meridian Wealth Management today announced that the company…