Merit + Heritage = Meritage
Meritage was founded on the cornerstone of two key strengths: experience and excellence. So while Meritage is a new entity, we bring a respected and extensive history (heritage) of excellent service (merit) to high net worth clients.
Through years of work with our financial advisors' most important client relationships, we understand how the wealthy make decisions. We can assess client tolerance for complexity. And the importance of gaining consensus among tax and legal advisors. Expertly designed programs and plans that exceed client expectations is our standard. Hence the name Meritage.
Merit: to claim respect; excellence; worth.
Heritage: something that is handed down from the past, as a tradition
Additionally - we built this firm to see the individual in every situation. The lower case "i" is intentional. Because, the process of creating solutions for clients is never about us. Every client is unique so every program we recommend is custom designed to meet the needs of the individual clients. The best interest of your client is always paramount.
Company Details
- Employees
- 15
- Founded
- 2019
- Address
- Usa, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.meritagewia.com
- Keywords
- We bring a respected and extensive history of excellent service to high net worth clients..
- HQ
- USA
Meritage Wealth Insurance Advisors Questions
Meritage Wealth Insurance Advisors's website is https://www.meritagewia.com
Meritage Wealth Insurance Advisors's LinkedIn profile is https://www.linkedin.com/company/meritage-wia
Meritage Wealth Insurance Advisors has
15 employees.
View email and phone details for 15
employees at Meritage Wealth Insurance Advisors.
Meritage Wealth Insurance Advisors's industry is
Financial Services
Meritage Wealth Insurance Advisors's top competitors are
Saybrus Partners,
Southport Compass,
American Funding,
Symetra,
Capitas Financial,
Advantage Insurance Network,
Simplicity Los Angeles (Total Financial),
American Business,
The Founders Group,
Lfs - Labyrinth Financial Services.
Meritage Wealth Insurance Advisors's categories are Financial Services
Meritage Wealth Insurance Advisors's founding year is 2019
