Helping successful business owners become happily retired business owners

Imagine being able to have both the life you want and the peace of mind that comes with knowing you’re not going to outlive your money. At Meritage Wealth Advisory, we work with you to try and make that a reality.

Do you have questions about your finances?
  We're committed to helping you make smart decisions with your money. That starts with an understanding of what's important to you and a thorough understanding of your financial situation. That context gives you the confidence that you're making the right choices.

Would you like some help? We know your financial situation is complex.  We have the knowledge and expertise to help. At Meritage you’ll be working with a Certified Financial Planner® committed to providing advice and recommendations that are in your best interest.

Our clients benefit from our work together in many ways, including:

  • Investment guidance to help you afford the life you want while taking no more risk than necessary.
  • Strategies to help minimize the impact of taxes that are in full compliance with government regulations.
  • Confidence that you won’t lose everything you’ve worked so hard for to frivolous lawsuits.
  • Peace of mind knowing that after you’re gone, the people you care about will be taken care of.

Do you wonder if you’re on track? Our clients are people who want an answer to the question “What should I do?” They want to be confident that the person providing the advice is making recommendations in their best interest. They are busy, successful people that don’t want to worry about money. They want to do the best they can with what they’ve got and are willing to delegate things they don’t want to spend their time on.

Would you like answers to your questions? Contact us to schedule a no-obligation phone call to discuss your situation and how we can help.

Who We Help

Meritage Wealth Advisory | Our Approach

At Meritage Wealth Advisory we take a comprehensive approach to wealth management that simplifies your life and gives you confidence and peace of mind.


Meritage Wealth Advisory | Services

At Meritage Wealth Advisory we know your concerns aren’t limited to your investments, so we don’t just provide investment management, we provide wealth management.


meritage Wealth Advisory Articles

Meritage Wealth Advisory wants to help! Additional in-depth information added regularly in areas of concern to you.