Meritage Wealth Advisory

Financial ServicesCalifornia, United States0-1 Employees

At Meritage Wealth Advisory we specialize in helping successful business owners become happily retired business owners.  To do that we don’t just provide investment management, we provide wealth management.

Financial Planning
Do you have a plan to achieve the things in life that are important to you? Do you know how much you should be saving? Do you know how much you’ll need? Are you doing everything you can to protect what you’ve got? Will you be able to help those that are important to you? We have the expertise to help develop a plan customized to your goals and resources.

Investment Management
Are your investments properly diversified? Are you taking more risk than necessary? What is the probability your current investments will provide the results you want? We help align your investments to optimize your probability of success.

Exit Planning
Business owners are different.   Not only do you have to figure out your retirement, you have to figure out what to do with the business you've worked so hard to build. We help develop and implement strategies designed to accomplish the things that are important to you.

401k Consulting
Would you like to retain and attract the best employees for your company?   Do you want to provide a nice benefit?  Would you like to save for your own retirement and start diversifying your wealth?   Would you like to do that in a tax-advantaged way?   We help business owners set  up and maintain plans designed to do just that.

Relationship Management
Are you doing everything you can to mitigate the impact of taxes? What happens after you’re gone? Are all your advisors on the same page? We provide personal financial management, coordinating your team of advisors to make sure all the areas of your finances are working together and aligned to achieve your goals.

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