The one commonality that binds all of our financial decision-making is that change comes to us all. As such, I foster long-term, meaningful connections with all of my clients, no matter what services they require.
Throughout life, you’re faced with new circumstances, needs, decisions, and concerns. I founded Meritage Wealth Management to serve as a platform from which I can help you navigate these milestones as you expand your family, change careers, and experience other significant transitions in life.
Because we are all different, my approach is uniquely structured to accommodate our many varied needs. There is no one-size-fits all solution. I look carefully at your unique personal situation, needs and goals to provide tailored plans and a personal touch.
As investors, my clients are not focused on the daily moves of the investment markets, and instead look to play the long game. My fee structure works best for those with investable assets over $1,000,000.
The following are transitional events when you may need advice from an experienced financial professional:
Retiring is a big step. I can help you plan your spending and adjust your investments for the next chapter of your life, so you get on with enjoying yourself instead of worrying about money.
Loss of Spouse
One of the most devastating life events one faces is the loss of a spouse, whether expected or unexpected. Working together, I can help you take the necessary financial steps.
Sale of a Business
Selling your company is a life milestone that profoundly affects your financial and emotional well-being. Together we can make sure you are on track to enjoy life post-career.
If you find yourself faced with divorce, you undoubtedly have many different concerns and worries – it’s hard to know where to focus. But one thing you can’t neglect is your financial future.
Change of Employer
Changing jobs is an important decision – one that many of us are making more often. Once you’ve decided to switch jobs, your next move is to determine what to do with the money in your former employer’s retirement plan.