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Guiding Principles

it's all in our name

Meritas combines the principles of Merit and Veritas to serve clients. Merit is character or conduct worthy of reward, honor or esteem. Clients appreciate the high standard for investments included in their portfolio, praiseworthy service, and our honorable code of conduct. Veritas is Latin for truth. Enduring success requires a deep abidance in truth. Clients count on us to distill the truth of investments, markets and the economy.

CORE VALUES

MANAGING YOUR WEALTH

consistent with your priorities

As a client of Meritas, our team works with you at the outset of our relationship to fully understand your objectives and concerns, so that we can recommend a personalized portfolio that best fits your goals and needs.

APPROACH

COORDINATING WITH YOUR TEAM OF ADVISORS

to minimize the complexities of wealth

When your financial professionals such as your wealth manager, CPA, estate attorney, bankers, lenders and insurance people collaborate on your behalf, more value can be delivered to you. When these service providers are also independent, the best ideas prevail, and your interests are the top priority.

MEET THE TEAM