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Meet Our Advisors

What is Wealth Esteem?

Wealth Esteem is about a feeling or emotion and plays on the word self-esteem. Wealth Esteem is about having confidence and peace of mind in your finances at each stage of your life and savings journey. Regardless of your life stage, or your financial circumstances, we want to help you develop a financial plan for your future. By developing a plan today, you will be able to relax and know you have planned for tomorrow.


Why Wealth at Meridian

Choosing the right investment solutions can be a challenge. With so many options out there, how can you be sure which ones are right for you? If you’re looking for some sound advice, it’s time to speak to a Meridian wealth management professional. 

What makes us different?

To really get an idea of what makes us different, you’ll have to experience it for yourself. What you’ll quickly discover, like all of our Members have, is that our goal is to find the right investment solutions for you - not us! To make sure that we do, we will sit down with you, listen to what you want to accomplish and learn about your dreams. From there, we help you map out a plan to get you where you want to go—with the right mix of investment solutions that best suit your distinct needs.

Work with a trusted, knowledgeable advisor.

When it’s time to get serious about investing your hard-earned money, we’d love to sit down and talk, discover where you want to go, and together create a solid plan to get you there. 

Contact a Wealth Advisor

Investment In Your Future

What investment solutions should you choose? What are your cashflow needs, time horizon and desired level of risk and return? Beyond all of that, what tax considerations should be made?  We’ll work with you to explore these questions and create an investment strategy that makes the most of your money.  

Investment Selector Calculator

Mutual Funds

If you’re wondering if mutual funds meet your financial requirements, consider the many benefits they have to offer  investors. 

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Business Succession Planning

When it’s time to move on from your business, we’ll be at the table with your other trusted advisors, such as lawyers and accountants, in order to provide the expert financial guidance you need.  After all, you’ve worked hard to build your business; and we’re here to help with a smooth transition of ownership. 

Contact a Small Business Advisor