Private Client Services
Wealth Management
Estate Planning
Family Office Services
Institutional Services
Fiduciary Support
Investment Policy & Process
Organizations Serviced
Meridian Wealth Management LLC is a registered investment advisory firm that works with individuals and institutions strictly on an independent consulting basis.
Our open architecture platform allows for greater flexibility and choice among custodians, investments and plan design; leading to a higher degree of customization.
Meridian provides value-added expertise through a comprehensive planning process. Whether your focus is on income, estate planning, investments, fiduciary oversight and/or family office services, our process gives you the personal and professional attention you deserve.
Our priority is to provide strategic solutions that are designed to protect and preserve wealth, provide for retirement and establish opportunities for asset growth.
Our Mission
To provide independent, objective, and dynamic solutions that will help our clients achieve their goals and objectives.
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