What Sets Us Apart
Meridian Wealth Management is a truly independent firm providing objective investment advice and highly personalized service. We serve a limited number of valued clients by design, empowering us to connect on a more personal level and create multi-generational trust. Commitment to our clients is defined by three core principles:
Experience and Objectivity
- Meridian provides guidance from experienced, credentialed professionals who offer time-tested advice to help you navigate the markets and complexities of your wealth.
- We are committed and objective advisors with a sole focus on serving our clients’ best interests.
- Gain knowledgeable advice from a local advisory firm serving a select few clients with high-touch service.
Benefit: Experienced professionals that provide the advice to help you make sound decisions, without conflicts of interest.
- We listen and take time to fully uncover our clients’ goals and aspirations. We build a wealth strategy that is tailored to your unique needs.
- Along with our clients, we work together on life’s “what ifs” as we prepare for the unexpected.
- We help guide you to make informed, thoughtful and smart decisions about your money, and to gain financial confidence around your wealth.
Benefit: Assurance that our dedicated team will effectively help you to manage and monitor your wealth.
- Gain a partner that serves as your family’s “ambassador,” always accessible and available to serve and satisfy your needs.
- Frequent meetings and interactions keep you abreast of your financial situation so you can make better decisions around your wealth.
- We strive for a clear and up-to-date understanding of our clients’ financial situation to ensure your goals addressed.
Benefit: Highly personalized service that focuses on proactive communication to anticipate and solve your needs.
Meridian Wealth Management is governed by a profound understanding of our clients’ core values and investment objectives. We help our clients to manage wealth.
The privilege of a lifetime is being who you are.
– Joseph Campbell