M
Meridian Wealth
Fee-only · Fiduciary · Discretionary
Wealth that
outlasts the noise.
Private wealth advisory for families with $3M+ in investable assets. Owner-led, tax-aware, and small enough that you actually know who manages your money.
$847M
Assets under management
34
Client families
22 yrs
Average tenure
0.85%
All-in fee tier
Approach
Three things we
actually do.
Custody & Allocation
Discretionary management across taxable + retirement. Schwab-custodied. Quarterly rebalance.
Tax-Aware Trades
Loss harvest, gain placement, Roth conversion ladder, charitable lots. Coordinated with your CPA.
Estate + Trust
Trustee succession, beneficiary review, generational transfer modeling. Coordinated with your attorney.
Projection Calculator
See where you'd be in twenty years.
$3,500,000
$120,000
20 years
Projected at 7% net of fees
$18.4M
Modeled. Past performance does not guarantee future results.
Two introductions a quarter.
That's it.
We're small on purpose. If we think we can help, we'll tell you. If we don't, we'll refer you to two firms we trust.
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