To transform our clients’ lives through long-term planning, consistent
execution, intelligent investment and thoughtful insight.
MERITAS WEALTH MANAGEMENT, LLC is an independent, fee-only financial planning and wealth management firm. Our aim is to provide our clients with the proper guidance, sound financial planning and prudent investment advice required to fully realize their financial goals and life aspirations. The fundamental foundation of our practice is a disciplined approach to our investment philosophy and the academic principles that support it, and our stringent dedication to a fiduciary standard of placing our clients and their interests first.
To guide our clients along a secure and rewarding path toward realizing their financial goals and personal dreams. By understanding your values, we create a strong partnership and build trust that endures over time. Integral to our mission is our commitment to placing your interests ahead of our own. All of our clients can rest secure in the knowledge that any advice we give you is objective and given with your best interests in mind.
OUR CORE PURPOSE IS TO:
Insightful and comprehensive financial planning, and a continued commitment to the long-term visions of our clients are at the heart of our practice. Contact our office to begin your personal journey towards financial well-being.
Financial planning is a core component of any wealth management strategy. With your long-term vision in mind, Meritas tailors each portfolio according to sound fundamentals specific to your personal situation and to principles that have proven to influence investment success over time.
Our philosophy is based on financial science and rigorous research, which has demonstrated that a properly diversified selection of uncorrelated asset classes, managed with a disciplined rebalancing methodology, will, over the long term, provide you with the highest probability of reaching your financial objectives.
KEY TENETS OF THE MERITAS INVESTMENT PHILOSOPHY:
SEVEN CORE VALUES YOU CAN EXPECT FROM MERITAS