Merit Wealth.jpg

We are Merit Wealth Management, a team of professionals devoted to helping accomplished families simplify financial complexities, achieve their most important goals, preserve personal wealth and enhance life. We believe the best way to do so is through time-tested, evidence-based and holistic financial solutions, even if it means being different.

 “Wisdom is a shelter as money is a shelter, but the advantage of knowledge is this: that wisdom preserves the life of its possessor.”   Ecclesiastes 7:12 (NIV)


Join Our Mailing List

Receive Updates from Us

Enter your information below to begin receiving market insights, newsletters and other valuable information.

Name *

Quarterly Market Review


The Science of Investing:

Your Personal Financial Homepage: