Your life just changed. Maybe you’ve recently retired, or filed for divorce. Perhaps you’ve changed careers, or come into wealth through an inheritance, the sale of a business, or real estate. You know you need financial advice but are unsure of who to trust, or what kind of professional guidance is right for you. I understand how you feel, and am here to help.
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 loved ones, walking beside you through the many milestones of life.
When most people think of working with a financial advisor, 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 strategies that strive to withstand market fluctuations and unexpected life events. I focus purely on you, your needs, and how best to serve them.
As a fee-based advisor, you can rest assured that I only offer products 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.
For almost 20 years now, I’ve dedicated my career to empowering clients to gain a better understanding of their finances, creating meaningfully tailored strategies designed 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.