I enjoy listening to the stories that brought you to where you are today and getting to know your family. I want to know about your goals and retirement dreams. I value it when you request my help to resolve a problem. I appreciate it when you share with me a great picture you took because you think I would enjoy it too. I am sincerely grateful for your trust. These are the things that tell me that we have a meaningful relationship past the work that we do day to day. This is the type of relationship that I hope to build with all the individuals that I have the opportunity to meet and work with every day.
I am elated to be part of such an amazing team of professionals at The Strategic Wealth Group at Meridian Wealth Management, LLC who focus on clients first. I want to dedicate my years of experience to my team and to my clients and by providing the best possible service and partnership possible.
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated
By Chase Gelardi, CFP® In my experience, a long career at a publicly traded company can often evolve in ways employees don’t fully anticipate. Everyone’s path is different, but one pattern
By Sergio Ortiz Recently, my wife and I went out to dinner with a group of friends. She’s a nurse practitioner, and before long the conversation turned to the practice
By Chase Gelardi, CFP® Intel has been one of the largest employers in the Phoenix area for decades, after establishing a long-term presence here in the 1970s. For many employees,
