Working exclusively with diligent investors in or approaching retirement.
During retirement, 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 the complexities of retirement.
Because we are all different, my approach is uniquely structured to accommodate your individual 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 an investor, the ideal Meritage client is concerned with the big picture, not the daily moves of the investment markets, and is looking to play the long game, not the 100-yard dash. I believe the best results stem from meticulous planning and methodology that is rooted in your own personal needs and goals, and my investment approach reflects this. My fee structure works best for clients with investable assets over $1,000,000 who are looking for a fee only financial planner. “Fee only” means Meritage Wealth Management: does not receive referral or affiliate fees, does not receive commissions of any sort and does not have limits on what they are allowed to recommend.
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.
If you’re looking for a financial planner and advocate who will look at your unique personal situation, needs and goals to provide solutions and a personal touch, then you’re in the right place. I pride myself on delivering the highest quality and value advice, and aim to build long-term relationships with all of my clients.
I recognize I’m not a good fit for everyone, and that’s ok. That’s why I offer a complimentary initial meeting so that we can be open and honest from the outset to ensure the best results based on our mutual compatibility.