If you’re searching for an advocate who will look at your unique situation, needs and goals to provide retirement strategies with a personal touch, then you’re in the right place. I do my best work for retirees who want to know:
Will my assets support me throughout my retirement?
How can I reduce my tax bill in retirement?
When should I take Social Security?
Here at Meritage Wealth Management, everything I do stems from a place of communication and trust. I empower you to dream and plan for your future with confidence, then set a financial road map in place to help you reach your unique goals. I am dedicated to creating customized wealth management strategies that suit the individual needs of you and your loves ones, walking beside you through the many milestones of life.
When most people think of working with a financial planner, they imagine themselves sitting across the desk from an impersonal advisor in a stuffy office. Not at Meritage Wealth Management. I offer a deeply personal service presented on a totally relatable level, free from jargon and industry complexities that can all too often feel overwhelming and devoid of warmth.
Just as every person is unique, so too are their goals, needs, and circumstances. I understand this, and strive to make you feel as comfortable working with me as possible. When you call my office, you talk to me personally, and are met with individual attention that will exceed expectations.
As an independent firm, you can trust me to provide objective advice and trusted guidance. I work closely with you to develop financial solutions that strive to withstand fluctuations in the markets and unexpected life events. I focus purely on you and your needs, and how best to serve them.
As a fee only advisor, you can rest assured that I only offer solutions to clients that I believe are most appropriate, without the sway of sales quotas or commission. You’ll never have to worry about being guided to use your money in a way that serves anyone other than you. “Fee only” means I do not receive referral or affiliate fees, do not receive commissions of any sort and do not have limits on what I am allowed to recommend.
For over 20 years now, I have dedicated my career to empowering clients to gain a better understanding of their finances, creating meaningfully tailored solutions to meet their needs. I’m passionate about helping you understand where your money is going and how to pursue a financially strong future for you and your family.
I hold myself to the highest levels of integrity and accountability so you can rest assured that you are in capable and caring hands. With something as personal and emotional as your finances, it’s important to work with an advisor you trust and with whom you want to work with for the long-term. After all, building a financial plan is not a one-time event, but an ongoing process that changes as your life does.