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What We Do at Meritage Wealth Management
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What We Do

I’ve dedicated my career to providing financial planning and portfolio management to retirees who are concerned about Social Security strategies, minimizing taxes in retirement, planning distributions from retirement accounts and managing risk in their investment portfolios.

A road map to your dreams

I believe you should be free to dream and confidently plan for your future, and so I’m here to serve as your trusted advisor and financial partner. I stand by the belief that money doesn’t have to be complicated. I’ll help you see beyond the confusion and guide you through your retirement by providing clarity in your finances.

A custom-built financial strategy forms the bedrock from which you can set and pursue your financial goals. I understand that each client’s needs and ambitions are unique. As a result, I am dedicated to creating customized wealth management strategies that fit your individual circumstances, and can grow and evolve with you throughout your retirement.

Lacking confidence, knowledge, or a firm starting place can prevent many people from taking the necessary action needed to help successfully align their finances with their dreams. I’m passionate about teaching and guiding my clients, and seek to allay your concerns by working closely with you to develop solutions that withstand fluctuations in the markets and unexpected life events.

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Your Private Wealth Advisor

As an independent firm and Private Wealth Advisor, you can trust me to provide objective advice and guidance. No matter what your goals, concerns or questions may be, I offer a caring and confidential ear. Communication is key to our success in so many areas of life, and finance is no different. I’m here to serve as your advocate, walking beside you as you set out on your journey through retirement.

What We Do at Meritage Wealth Management
If you have any questions, or would like to arrange to chat, please get in touch and let’s begin.
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