Merit Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
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    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Key tax considerations

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

Our videos

13 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)