Sandeep Madhavan, Private Wealth Advisor serving the Tustin, CA area - Ameriprise Advisors

Sandeep Madhavan

CFP®

Private Wealth Advisor
Franchise Owner
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Team

Merit Wealth Management is a boutique franchise of Ameriprise, offering bespoke financial planning services to our clients. We develop robust financial strategies to help you pursue your goals, starting today in order to plan for your dreams for tomorrow.

We’ve built a team of seasoned staff professionals to keep everything running smoothly, while Byron, Clifford, Doug, Johny, Mike, Sandeep, and Tim focus on the big picture strategies and personalized service offerings that help our clients feel more confidence to make informed decisions.

My videos

12 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)