Planning to achieve the life you want

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

Do you have a personal financial plan?

At Meritage Wealth Advisory our recommendations are based on a thorough understanding of your goals and resources. Based on that we help you create plans to accomplish your goals.

Do you need investment advice?

Will your savings grow enough to pay for the life you want in the future? Are you taking more risk than you need to? At Meritage Wealth Advisory we help make sure your investments are in alignment with your goals.

How do you select a financial advisor?

We know your financial situation is complex and we have the knowledge and expertise to help. At Meritage Wealth Advisory 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.

Are you ready?

Our clients are people who want an answer to the question “What should I do?”. They are busy, successful people who 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?

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.