The only question with wealth is, what do you do with it? 

– John D. Rockefeller

The only question with wealth is, what do you do with it? 
– John D. Rockefeller

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, genuine attention to our clients’ unique situations, and invaluable structure, purpose and process for informed financial decision making.

Asset Management

Experience, consistency and fresh perspectives

The sum of assets you accumulate in a lifetime can be significant. Meridian Wealth Management is skilled in addressing the unique complexities, concerns and objectives of each of our clients, and committed to helping you pursue your best life. When creating your personalized plan, we use strategies 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 Savings Accounts
  • Structured Investments
  • Fixed Income
  • Securities Based Lending Programs
  • Concentrated Stock Positions – options for liquidity, diversification and preservation of capital
    • i. Hedging, Option Strategies
      ii. Monetization
      iii. Diversification, Exchange Funds
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Retirement Planning

Long-term strategies and professional guidance

The quality of life you imagine in retirement takes careful planning, execution and management. We have a solid understanding of the myriad 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 future goals and aspirations whether you’re already retired, nearing or anticipating retirement.

Retirement planning with Meridian Wealth Management includes:

  • Cash Flow Analysis
  • Monte Carlo Simulation
  • Needs Analysis
  • Goal Planning

Wealth Planning

Transparency and trust for lifelong success

With great wealth comes significant opportunity, 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. Meridian Wealth Management 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 Meridian Wealth Management 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 Planning
  • Education Planning

Are you ready to get to work on pursuing your best life?