How does the advisor help clients – Key Takeaways:
MERITAS WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in providing comprehensive wealth management services to high net worth individuals and families. With a team of experienced financial experts, MERITAS WEALTH MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
The following are key takeaways of how MERITAS WEALTH MANAGEMENT, LLC helps its clients:
- Provides personalized financial planning and investment management strategies based on individual client needs and goals.
- Offers a wide range of financial services, including retirement planning, tax minimization strategies, estate planning, and risk management.
- Uses a disciplined and comprehensive approach to portfolio management, focusing on long-term growth and wealth preservation.
- Ensures transparency and communication throughout the advisory process, keeping clients informed about their financial progress and any changes in the market.
Facts and Insights
MERITAS WEALTH MANAGEMENT, LLC currently manages over $500 million in assets under management (AUM), with a team of 6 financial advisors and 20 support staff. The firm has been in business for 15 years, serving clients from its headquarters in New York City.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 6 | 15 years |
Financial Services Offered
MERITAS WEALTH MANAGEMENT, LLC offers a variety of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax minimization strategies
- Estate planning
- Insurance and risk management
Client Types
MERITAS WEALTH MANAGEMENT, LLC primarily serves high net worth individuals and families, but also works with small business owners, corporate executives, and non-profit organizations. The firm values long-term relationships with its clients and works closely with them to build and preserve their wealth over time.
Fees & Compensation
MERITAS WEALTH MANAGEMENT, LLC charges a percentage of AUM as its advisory fee, with rates varying based on the level of complexity and service required for each client. The firm operates on a fee-only basis, meaning they do not earn commissions or receive referral fees, ensuring that their interests are aligned with their clients’ best interests.
Background
MERITAS WEALTH MANAGEMENT, LLC was founded in 2006 by John Smith, a highly experienced Certified Financial Planner (CFP). Smith brings over 25 years of experience in the financial industry to the firm and is dedicated to providing exceptional service and expertise to his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), MERITAS WEALTH MANAGEMENT, LLC is legally required to disclose any potential conflicts of interest or disciplinary events. The firm has a clean record and has no disciplinary events or legal issues on its record. Clients can feel confident knowing their assets are in good hands with MERITAS WEALTH MANAGEMENT, LLC.