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.

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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.

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Our RIA-Broker/Dealer

We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of nearly $200.7 billion.1

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Commonwealth's Standards

We chose to affiliate with Commonwealth Financial Network® as our Registered Investment Adviser–broker/dealer. Since 1979, Commonwealth has enjoyed a stellar reputation among the financial advisors it serves.