Merit Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.9 / 5 rating based on 42 reviews

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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.

Student of the Market

JUN 4, 2020 / 12:00 PM - 12:15 PM

This is an informational seminar. There is no cost or obligation.

CONFERENCE DETAILS

Meeting title: Market Update And Economic Outlook

Date: Thursday, June 4, 2020

Start time: 12:00 PM Pacific Daylight Time (GMT-0700)

Duration: 30 minutes

___________________________________________________________

HOW TO JOIN THE AUDIO PORTION OF YOUR MEETING

To ensure that this conference starts promptly:

1. Call one of the dial-in numbers approximately 15 minutes before the start time.

US Toll free: 1 877 299 4502

International direct: +1 617 597 5442

2. Once connected, follow the instructions provided over the phone.

When prompted, give the following information:

Participant passcode:

624 708 03#

3. Depending on the conference call settings, you will be entered directly into the conference, or you will hear music until the conference begins.

HANDY TIP: If you ever need assistance during the conference, press * then 0 on your telephone, and a conference coordinator will be happy to assist you.

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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.

13 videos

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Four larger investment themes to watch

Four larger investment themes to watch

Hear about four themes that may have implications for investors. Experts from Ameriprise Financial and Columbia Threadneedle Investments share strategic insights on federal debt, inflation, global economic recoveries and a second wave of COVID-19. (16:58)

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Pivoting your portfolio for the next stages in markets

Pivoting your portfolio for the next stages in markets

This week, Ameriprise experts provide insights to help investors who want to add or rebalance investments, dial down risk and consider sectors that could lead a recovery as they respond to questions submitted during the recent call with clients. (16:16)

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Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

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How rebalancing helps you weather the market’s waves

How rebalancing helps you weather the market’s waves

Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)

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Rolling over your 401(k) while you’re working

Rolling over your 401(k) while you’re working

When you turn 59½, you may be able to roll over some of your 401(k) while you continue to work. This option may allow you to select from a wider range of investment options that could help reduce risk (2:01)

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Ramping up your savings for retirement

Ramping up your savings for retirement

If your income is too high to be eligible for a Roth IRA, we may have an option for you—it’s called a 401(k) to Roth IRA conversion and it may be just the thing you need for increased savings and tax- (2:39)

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Financial steps to take at any age

Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:38)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

In today’s market environment, ‘Sequence of Returns’ risk is one of the most critical risks to protect against. ()

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Day in Life

Day in Life

You work hard for your money. It’s what pays the bills, supports you and your family and enables you to invest in your future. What if something happened and you couldn’t work? (2:53)

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Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

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Familiar Face

Familiar Face

If your financial advisor saw you on the street, would they recognize you? Developing a relationship with an advisor who knows you and understands what’s important to you can help you live more financially confident. Visit Ameriprise.com/brilliant. (0:30)

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You should be on vacation, not your assets

You should be on vacation, not your assets

You’ve worked hard all of your life. Shouldn’t your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care. (2:07)

Sandeep Madhavan, named to Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Personalized financial advice. Exceptional client service.

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

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)