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.

We know that reaching your goals can be a challenge. The path is often uncomfortable, the commitment daunting, and success can be a long-time coming. 

That’s why it’s our mission to help you build the confidence to commit to a plan that’s right for you. A plan you understand. A plan you trust. A plan that provides for you today, and prepares you for tomorrow. 

At Meritage, we strive to give each client the right blend of professional artisanship (merit) and time-tested financial planning techniques (heritage).* In everything we do, we work to create trust, manage expectations, and reduce the complexity in your financial life.

Learn more about our team, our process, and the services we’ve cultivated to meet our clients’ individualized needs.

*There can be no assurance in our financial planning and/or investment process.

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