Retiring Advisors - Meritage Wealth Management
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Retiring Advisors

Are you a financial advisor looking to transition away from the industry and sell your business? Meritage Wealth Management is a thriving firm looking to expand. I’d welcome the chance to chat with you about the mutual possibilities.

Providing a smooth transition

Did you know that in the next 10 years, 12,000 to 16,000 financial advisors will retire each year? Despite these anticipated retirements, only 29% currently have a succession plan. Don’t leave yourself unprepared. I’d love to meet with you and discuss ways in which I can help you transition to the next phase of your life as smoothly and respectfully as possible.

If you are searching for a trusted and experienced advisor who holds themselves to the highest ethical standards, then you’ve come to the right place. I’m passionate about delivering unparalleled care and support to everyone I work with, so you can rest assured that your clients will be well taken care of as you transition away from your business.

I understand that building a succession plan can be a difficult and often emotional task. As such, it’s imperative to have directives in place to protect your practice from life’s unexpected events. Adequately preparing for the future will ensure the protection of your client relationships, family, and staff and can help make your transition into retirement a more seamless process.

Dream Big
Let’s start planning

As a Private Wealth Advisor, I am best suited to working with fee-based financial planning and investment firms with a strong focus on clients that have accumulated investable assets over $500,000. I would also be a good fit for advisors currently offering commissioned based investments, but would like to transition to advisory based investments as part of their exit strategy. I am not a good fit for advisors that focus exclusively on the sale of annuity or life insurance policies.

Working with my succession planning department will help you lay the groundwork towards successfully structuring an organized and well-thought-out succession plan that best suits your needs, as well as those of your clients, ensuring that all parties can make the move with as little disruption as possible. I’m here to walk beside you as you take your next steps towards the retirement you deserve.


Retiring Advisors - Meritage Wealth Management
Helping you achieve the future you’ve worked for.
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If you’d like to discuss things in more detail then I invite you to schedule a time for us to meet, be that in person or via a conference call, or you can send a confidential email to explore if I may be a good fit for you and your clients.


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