WHAT WE DO
Wealth strategies to help you build, manage and preserve wealth
We use goals-based investing to design highly customized, integrated wealth management solutions. We offer thoughtful, in-depth financial analysis, and genuine attention to your unique situations. We provide invaluable structure, purpose and process for informed financial decision making.
The assets you have and will continue to accumulate in your lifetime can be significant. Our team is skilled at addressing your unique concerns and objectives, and we are committed to helping you pursue your best life. We use strategies for your personalized plan based on key principles — such as the importance of diversification, and the central role of asset allocation in managing risk. Because we’ve managed assets through a wide range of market cycles, we understand the importance of adopting a long‐term, disciplined perspective and maintaining a consistent approach.
Asset management services at Meridian Wealth Management include:
- Advanced Portfolio and Investment Analytics
- Tax‐Sensitive Investing
- Alternative Investments
- Risk Management
- 529 College Savings Plans
- Structured Investments
- Fixed Income
- Securities Based Lending Programs
- Concentrated Stock Positions
- Hedging, Option Strategies
- Diversification, Exchange Funds
The quality of life you imagine in retirement takes careful planning, execution and management. We have a solid understanding of the many exciting opportunities available to you, as well as the complex challenges you face when planning your future. Through analysis of your retirement goals and current financial situation, we provide strategies to help you pursue the retirement you envision. As an independent firm, we’re free to recommend only those strategies that align with your goals and aspirations whether you’re already retired, or you’re nearing or anticipating retirement.
Retirement planning with Meridian Wealth Management includes:
- Cash Flow Analysis
- Probability Analysis
- Needs Analysis
- Goal Planning
Wealth brings you significant opportunities, as well as an increasing complexity of choice — especially with respect to who you entrust to share your financial and lifelong aspirations. While maintaining and growing your assets are critical, it’s equally important to develop a long‐term vision and strategy. Our team uses goals-based investing to design a highly customized, integrated wealth management solution that gives you the freedom to pursue what’s most important to you.
Wealth planning with us is comprehensive and includes:
- Comprehensive Financial Planning
- Estate Planning
- Business Exit Planning
- Financial Windfall Planning
- Insurance Planning
- Foundation and Endowment Guidance
- Trust Services*
- Stock Option and Restricted Stock Analysis
- Divorce Financial Planning
- Education Planning
- Legacy Planning
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Are you ready to pursue your best life?