The Meridian Wealth Group
About Us
The Meridian Wealth Group seeks to understand what financial well-being means to you. We dedicate the depth and breadth of our expertise and resources to help you realize your dreams, fulfilling your needs, and overcoming your concerns – now and for generations to come.
Unlike other financial firms, we work comprehensively with clients to address four primary areas of the financial lifecycle:
- Creating and growing wealth
- Protecting and preserving wealth
- Planning for tax efficient distribution of wealth
- Planning for tax efficient transfer of wealth and creating a wealth legacy
By taking a comprehensive approach, we work together to make sure there are no financial challenges that, if left unaddressed, could be detrimental to you or your family.
Why Work With Us
Investment Experience
We have the expertise and skills to understand your needs and, together, with the appropriate departmental professionals will help develop a comprehensive plan designed for you.
Independence
Our independence provides us the freedom to offer objective advice. With access to a full range of traditional and non-traditional investment products and services, we are committed to developing a strategy that is in your best interest.
Entrepreneurial Culture
We think ahead. Flexibility, short lines of communication and access to experts result in decisive action and tailored responses that are designed to help meet your unique financial goals and objectives.
Personal Relationship
We sit on the same side of the table as our clients and provide advice based on a deep understanding of their needs. Creating long-term relationships that are built on trust is our ultimate goal.
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