Broker Check

About Us

Our Firm

Find your financial confidence with Meritage, a full-service wealth management firm that helps individuals, families, and privately-owned businesses meet personalized goals.

Learn more

Our Team

The Meritage team is here to provide the strategies and support that make you more confident – and more invested – in your financial future. We are educators, advisors, and allies dedicated to your long-term vision.

Learn more


Key Partnerships

Through partnerships,* our firm accomplishes two important objectives: 1) having the scale to provide high quality service with efficiency and 2) delivering institutional quality solutions to those with average affluence.

Learn more