Our clients range from professionals and executives to families
and entrepreneurs. They value our personal approach to their
CLIENTS WE SERVE
Our long-term perspective has been developed serving a Marin and Sonoma-based clientele of families and organizations, with some relationships spanning more than 20 years.
While a majority of our long-term clients are located in Marin and Sonoma counties, Meritas Wealth Management, LLC serves clients throughout California and across the country. As a result of our holistic approach to their individual investment needs and our continuous efforts to build mutual trust over time, many of our current client relationships have spanned over a decade. We believe that in order to empower our clients for life, our goal must be to be serve each one for life.
Meritas provides a full array of wealth management services to individuals and small business owners. As our client, you can always expect clear communication, responsive one-on-one service, knowledgeable expertise, focused discipline, and a consistent, proactive approach that seeks to achieve your financial goals.
Meritas Wealth Management, LLC is regulated by the Securities and Exchange Commission as a Registered Investment Adviser. As such, Meritas is a fiduciary, meaning simply that we place the client’s interests first in all aspects of portfolio management.
You, as our client, always come first.
We support our clients in reaching their financial goals with financial acumen, expertise and vision. We pride ourselves on our ability to see the big picture, and help you manage your short-term needs while building towards your long-term goals.
Our priorities are planning, accumulation and preservation. Whether your priority is clarifying your financial goals, growing your assets, or maintaining and protecting wealth to leave a legacy for your family, we’re honored to be chosen to help make it happen.
Clients come to Meritas for a variety of reasons. Most want the expertise of our investment management. They also want us to bring simplicity to the complexity of financial planning. Many want us to integrate their retirement, tax, philanthropic and estate plans. Most of all, they want peace of mind.
We’ve built our firm on the responsibility to others in relationships of trust. We believe trust is the foundation of wealth management – and the key to a good night’s sleep.
With more than 35 years of combined experience working within the financial and business communities of the Bay Area, the financial advisors at Meritas operate within a well-developed network of supportive services. This means that your relationship with Meritas will expand over the years to encompass and support your needs during the different phases of your financial life.
Need a tax accountant to help with tax filing or an estate attorney to help you establish a trust? Meritas can recommend someone who we believe is trustworthy and reliable. Need help making a decision involving the disposal of real estate or another big-ticket asset, such as art or jewelry? Within the Meritas network are many professionals with specialized experience you can draw upon.
Supporting community is a deeply ingrained value at Meritas. Each member of the Meritas team brings his or her own unique perspective based upon years of involvement in community enhancement efforts, charitable foundations, sports- and schools-based organizations, and other community efforts.
With children who attended local schools and a lifetime of supporting community-building efforts, the members of the Meritas team have deep roots in their Northern California communities and live according to a “give back” philosophy. We believe this means as a client of Meritas, you can place the same degree of trust in your financial advisory relationships as you would place in your personal and community relationships.