Merit Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, Inc.
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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 bespoke process, where we tailor solutions to fit your needs. Backed with the strength of the Ameriprise 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

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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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2019 market outlook

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)