Meridian Tax + Wealth Advisors

Wealth Management

Wealth Management is about more than investments.

Many "Wealth Managers" are really investment consultants.

True "Wealth Managment" is about far more than managing your investments. After developing a deep undertanding of your goals, interests, family, assets and advisors, it then must include advanced planning tactics for optimizing:

  • Wealth Enhancement
  • Wealth Protection
  • Wealth Transfer
  • Charitable Giving

Wealth Enhancement seeks to achieve the best after-tax, investment returns consistent with your tolerance for investment risk.

Wealth Protection seeks to protect your wealth from the potential claims from creditors, litigants, future ex-spouses as well as children's spouses.

Wealth Transfer seeks tax-optimized transitions of wealth to your children and their decendants.

Charitiable Giving seeks to achieve your charitable goals in a manner that may simultaneously enhance, protect and transfer your wealth.