Merit Wealth, LLC

Accomplished Families

Protecting Your Growing Family

We work with accomplished families across the United States, helping them plan for and manage their financial challenges and opportunities. Wherever you are in your life, we can help create a comprehensive, custom plan—and portfolio—to make the most of today, tomorrow, and the decades ahead.

How We Help

  • Comprehensive financial planning, including budgeting and prioritizing goals
  • Making sure your portfolio supports your long-term goals through investment management, including consulting on your retirement plan options at work
  • Making sure your portfolio supports your values through values-based investing
  • Protecting your family, yourself, your assets, your health, and your business through insurance, including long-term care insurance
  • Making sure you are not overpaying taxes through tax optimization and tax efficiency strategies (it’s not what you make, it is what you keep)
  • Helping you plan and prepare for educating children and grandchildren
  • Helping business owners protect their business, provide benefits to employees, or buy or sell a business
  • Making sure you have money to pay for the unexpected as well as ongoing expenses (such as your mortgage and student loans) through cash and income planning
  • Helping you leave a legacy for your loved ones, future generations, and your preferred charities through estate planning

We are committed to making a real difference in the lives of our clients and their families, and work tirelessly to grow and protect your wealth, and give you confidence in achieving your most important goals.

VISION

The long-term game is won with small daily victories. Are you tracking your cash flow personally and in your practice? What is your current net worth? Do you have a debt reduction plan in place? Is your total debt a reasonable percentage of your assets? It can get overwhelming fast, but that's why we're here.

EDUCATION

Education expenses are more costly and complex than ever. Do you know how much you should be (and can safely afford to) save each month? Are you getting all of the educational tax breaks you deserve? If covering the cost of a loved one's education is important to you, we're in your corner and ready to help.

RETIREMENT

Low-cost and long-term investing backed by extensive research. We don't try to time the market or pick the next hot stock; rather, we believe in maintaining broad diversification across all markets using reputable, low-cost fund companies such as Dimensional Fund Advisors (DFA).

FINANCIAL INDEPENDENCE

Live life to it's fullest, the way you want to. That's what financial independence is all about. What is your financial independence number? How confident are you that you won't run out of money in retirement? With the help of our powerful software, we'll run detailed projections that can give you peace of mind.

MINIMIZING TAXES

We work alongside the other professionals in your life to make sure we're all on the same page. Do you have the appropriate levels of withholding and estimated tax? Do you have the right insurance --at a reasonable cost-- in case of a catastrophe? Do your account beneficiaries and estate documents match your current wishes? Let's double-check.

LEGACY

Support the people and organizations you love. Are there special people or causes you'd like to support financially? From charitable gifting during your lifetime to leaving an inheritance to the ones you care about most, we enjoy helping our clients find personalized ways to pay it forward.

Ready to see if we are a good fit?