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:
It’s important that partners are on the same page financially as they merge their assets. I can help you set realistic goals and create a path to pursue them.
The financial responsibilities of parenthood can be intimidating. I help address the decisions that arise when you have or adopt a child at all phases of their lives, from birth to college planning.
An Aging Parent
The cost of elder care is rising, whether care is delivered at home or in a facility. I can help you balance the immediate needs of an aging parent with your future retirement needs.
Loss of a 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.
Change of Employer
You’ve settled into your new job, but what should you do with your old 401(k)? I can help you determine an appropriate option.
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.
Financial surprises may affect your long-term goals. Whatever sudden event you face, I can help you develop a strategy so you can handle things with confidence.