MERITAGE WEALTH MANAGEMENT – Expert Financial Advice
How does the advisor help clients – Key Takeaways:
MERITAGE WEALTH MANAGEMENT provides comprehensive financial advice to clients to help them achieve their financial goals. Their team of experienced advisors use a personalized approach to tailor financial solutions to each individual client. By understanding their clients’ unique needs and financial objectives, MERITAGE WEALTH MANAGEMENT is able to create a customized financial plan that addresses short-term and long-term financial goals.
Facts and Insights
MERITAGE WEALTH MANAGEMENT has been in business for over 20 years. They have a team of over 50 advisors who have a deep understanding of the financial industry and are dedicated to providing expert advice to their clients. The company has built a strong reputation for their client-centric approach and has been recognized by various industry publications for their excellence in wealth management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $5 billion | 50+ | 20+ |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types
MERITAGE WEALTH MANAGEMENT caters to a diverse range of clients, including high-net-worth individuals, families, and business owners. They understand that each client has unique financial needs and objectives and are committed to providing personalized solutions to help them achieve their goals.
Fees & Compensation
MERITAGE WEALTH MANAGEMENT operates on a fee-based model, which means their compensation is based on a percentage of the assets they manage for their clients. This aligns their interests with their clients’ as they are motivated to grow their clients’ assets so they can also increase their own compensation. The company is transparent about their fee structure and provides a fee schedule to their clients before engagement.
Background
MERITAGE WEALTH MANAGEMENT was founded in 1998 by a team of experienced financial advisors who wanted to create an independent firm that worked solely in the best interests of their clients. Today, the company has grown to become one of the most reputable wealth management firms in the country, known for their personalized approach and commitment to excellence.
Financial Advisor Disclosures to Know
MERITAGE WEALTH MANAGEMENT believes in transparency and is committed to providing their clients with all the information they need to make informed decisions about their financial future. Some important disclosures to know include:
- The company fully discloses all fees and charges associated with their services.
- They have no affiliations or partnerships with any product manufacturers, ensuring that their advice is unbiased and in the best interest of their clients.
- MERITAGE WEALTH MANAGEMENT operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests.