Meritas Wealth Management, LLC

Meritas Wealth Management, LLC is a fee-only financial planning and investment management firm established in December 2008. The firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. Meritas operates as a fiduciary, acting in the best interests of clients, with a duty of care and loyalty. The firm offers asset management services, creating Investment Policy Statements tailored to each client's financial goals and risk tolerance. Financial planning services are also available, addressing areas such as cash flow planning, tax planning, retirement planning, and estate planning. Meritas charges asset management fees based on a percentage of assets under management, with a minimum annual fee of $7,500 per client. Financial planning fees are negotiated on an individual basis. The firm does not sell annuities, insurance, stocks, bonds, or other commissioned products. Clients have full control over their assets, and Meritas places trades under a limited power of attorney. The firm does not engage in performance-based fees and has no disciplinary history. Clients' assets are held by a qualified custodian, and Meritas does not act as a custodian. Meritas does not share client information with unaffiliated third parties for marketing purposes. For more information, visit www.MeritasWealth.com.