Taxes

• Estate Taxes
• Tax Services
  We know you want to make smart decisions with your money, so we help develop and implement an investment strategy designed to provide the level of growth you need while taking no more risk than necessary to accomplish your goals.   We consider not just your investment portfolio, but all your financial resources. We help with strategy, asset allocation, investment selection and tax management.
• Income Tax

Investment

• Investment Management
  At Meritage Wealth Advisor y we know your concerns aren’t limited to your investments, so we don’t just provide investment management, we provide
• Mutual Funds
  Are you paying too much? We believe good value is getting above average results for below-average fees. To keep your costs low, we utilize low-cost mutual funds and ETF’s to build diversified portfolios. While it’s often true that “you get what you pay for,” with investing that’s not always the case, so we work hard to keep your investment costs low.
• Wealth Management
  Is there more to your financial situation than your investment portfolio? We believe there’s more to your situation than just your investment portfolio so we provide wealth management services to our clients. What is wealth management? It includes...

Accounting

• Accounting Services

Planning

• Financial Planning
  Are you taking more risk than necessary to accomplish your goals? Taking you through our financial planning process before making investment recommendations gives us perspective on how much risk you need to take with your investments. We see no reason to take more risk with your investments than is necessary to accomplish the things in life you want.
• Retirement Planning
• Asset Management
  Do you have the right investment strategy? Often your asset allocation is based on your “risk tolerance.” That’s another way to say how comfortable you are on the roller coaster ride that is the stock market. While important, we think you need more information to pick the right strategy for you. What if you’re comfortable taking risk, but you don’t need to? What if you’re not comfortable taking risk, but you need more growth on your investments? We help you figure out the mix that’s right for you.