Our Firm

Making the right decisions in life can be challenging without having a clearly defined plan to reach your goals. Proper planning involves careful analysis, developing strategies, and taking action.

Meritage Wealth Management can help you develop a "blueprint" to better organize and manage your financial life. We focus on assisting investors like you implement prudent financial decisions that can help preserve your wealth and positively impact your future.

We can help you create a wealth management program that is custom-tailored based on your goals, needs and individual situation. We help you focus on what is most important to you, pinpointing your financial objectives and identifying specific strategies for turning your dreams into realities.

At Meritage Wealth Management, we focus on helping to meet the needs of families and individuals, as well as business owners and entrepreneurs. From helping grow and preserve your investment assets to managing taxes and planning for the future, you can count on us to help you pursue your objectives. We provide exceptional client service by leveraging financial professionalism and skill across a wide range of disciplines.

We realize that you have many choices when it comes to investments and other financial services. Our role as your advisor is to help you cut through the noise of the marketplace by recommending strategies and tactics based on your individual goals, time horizon and tolerance for risk. We offer a comprehensive, integrated approach to wealth management.