Meritrust Wealth Management

We focus our fee-based practice on building, implementing and managing Family Business Plans for our clients.

Think of any successful business, one like Apple or even a small privately held company. They all have one thing in common, they have Business Plans. Those plans have forecasts and those forecasts are measured against actual results. Adjustments are made to reflect different economic conditions, changes in forecasts etc. We believe Families, just like any successful business, need a Plan, a Family Business Plan. We collaborate with affluent families, business owners and highly compensated individuals to design and manage their Family Business Plans around these key disciplines: -Wealth Preservation -Tax Reduction Strategies -Wealth Transfer -Asset Preservation -Charitable Giving Securities and Advisory Services offered through LPL Financial, a Register Investment Advisor. Member FINRA/SIPC, www.finra.org www.sipc.org For a list of states in which we are registered to do business, please visit www.meritrustwm.com