Client Portal

Our Difference

Financial Wealth Management That’s Tailored to You

We pursue ongoing relationships with our clients with the goal of offering personalized solutions. Our goal is to get to know you, your family, your goals, aspirations, preferences and even other members of your trusted financial circle, so we can operate and make financial recommendations and decisions on your behalf as if we are an extension of you.

Meet Your Team of Advisors
Financial Planning
  • Retirement Readiness
  • Retirement Income Planning
  • Housing Transitions
  • Stock Options
Investments
  • Current Portfolio Review
  • Portfolio Construction/Redesign
  • Investment Management
Tax Planning
  • Facilitate Conversation w/CPA
  • Tax Efficient Investing
  • Tax Gain/Loss Management
  • Tax Optimization
Insurance
  • Life Insurance Analysis
  • Annuity Analysis
  • Long-Term Care Planning
*Insurance services offered through Meridian Insurance, LLC
Family & Charity
  • Gifting Strategies
  • Education Planning
  • Elder Care Resources
  • Wealth Transfer Strategies
Estate Planning
  • Facilitate Conversation w/Attorneys
  • Beneficiary Review
  • Estate Plan Review

Our Non-Negotiables

The Strategic Wealth Group at Meridian Wealth Management, LLC stands in stark contrast to other financial advisors. As a team of advisors that’s part of a full fiduciary firm, we only act in the best interests of our clients and always put their needs first.

While other financial wealth management firms may make you feel like you’re just a number, we will take the time to get to know you on a personal level and work collaboratively toward your goals for financial health, retirement planning, and wealth management.

  • We aim to always maintain a client-centric approach.
  • We do not sell products or work on commission. We only make recommendations to ensure the best outcomes for our clients.
  • We collaborate with our clients, building long-lasting relationships and adjusting our strategies as life changes around you.
  • We are a team of advisors at Meridian Wealth Management, LLC, which is a boutique fiduciary firm. Each wealth manager manages about 100 clients.
  • We are an extension of you.

What You Can Expect Working With Us


Our wealth managers will work closely with you to develop a roadmap of the different phases of your life, utilizing different tools and strategies to suit your current needs and future goals.

1

When you meet with us for the first time, we will spend plenty of time getting to know you. Not only will we discuss your current financial outlook, but we will also ask questions about your family, interests, and lifestyle so we can truly understand what matters most to you at your current stage of life.

2

While you may work primarily with one of our wealth managers, we will all work collaboratively behind the scenes to analyze your wealth planning needs and make recommendations based on your short- and long-term goals, risk tolerance, and current portfolio.

3

We’ll present our recommendations and begin investment management engagement to get your assets in the right places and help you start working towards your current goals.

4

We will nurture an ongoing relationship with you and your family, checking in throughout each year to review, evaluate, and plan for the future while accounting for all the changes life throws at you along the way.

Schedule a Consultation with Your Team of Wealth Managers and Relationship Managers

Schedule a Call