Broker Check

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.

Wealth Management Advisors

Brett Wentzell, CFP®, AIF®

Wealth Management Advisor, Practice Manager

Brett’s primary focus is helping clients define their financial and retirement goals and translate them into strategies that create the confidence to achieve them. Brett’s day-to-day client interaction is focused on...

Read more

Adam Novak

Wealth Management Advisor

Prior to partnering with Meritage and opening its Boston office, Adam has worked for an industry leading private wealth manager at BNY Mellon and a top tier asset management firm at Columbia Threadneedle Investments. At BNY Mellon,...

Read more

Financial Planning

Amie Brower, AWMA®, AIF®

Director of Financial Planning

Amie’s primary focus is working with clients to develop, update, and stress-test a personalized financial plan. She provides our clients with an objective comparison of their planning options. Her professional passion is helping...

Read more

Investment Management

Colette Gregoire

Investment Management, Client Services Associate

Colette’s primary focus is the day-to-day service needs associated with investment management. She provides support for ongoing risk and performance monitoring of investment accounts in addition to assisting our clients with...
Read more

Protection Planning

Jennifer Hardy

Protection Planning, Client Services Associate

Jenn’s primary focus is to oversee our Life, Disability Income, and Long-Term Care insurance business. This includes handling the various service issues associated with this line of business as well as helping clients to assess...
Read more

Have a question? Get in touch:

Thank you! Oops!