Meritage Wealth Advisory Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Meritage Wealth Advisory is a financial services firm that focuses on helping successful business owners transition into retirement while preserving and coordinating their wealth. The company provides a suite of services beyond traditional investment management, including comprehensive financial planning, investment management, exit planning for business owners, 401(k) consulting, and relationship management to coordinate a client’s advisory team and minimize tax impacts. Its target clients are business owners seeking to align their personal and business financial goals, prepare for retirement, and design strategies for wealth transfer and employee benefits, with an emphasis on tax-advantaged planning. Based in Livermore, California, the firm situates itself within the wealth management sector, emphasizing holistic wealth management rather than solely asset management, and operates with a small team. A recent development noted is the firm’s continued offering of services that integrate planning and investment management to address the specific needs of business owners contemplating exit strategies and retirement.

Sign up for free to view info

Company overview Email format