About Us

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

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.

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