Merit Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.9 / 5 rating based on 36 reviews 98.00

  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators

  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

For every financial plan we build, our approach starts with you. Getting to know our clients personally is paramount in our practice, because every person’s goals and dreams are as unique as that individual. It’s a one-on-one process where we tailor strategies to fit your needs. Backed with the strength of the Ameriprise Financial network, we have a robust set of financial planning tools at our disposal.

Honored to be recognized in Forbes

We’re honored to share that Sandeep Madhavan has been named to the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Sandeep's No. 1 priority is delivering personalized financial advice to help his clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3
Gauge your retirement readiness

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.

view commentary  

Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)