Merit Wealth Management - Tustin, CA: Ameriprise

Merit Wealth Management: An Ameriprise private wealth advisory practice serving the Tustin, CA area.

Request consultation Refer us

Client Satisfaction 5.0 / 5 rating based on 72 reviews

Connect with us

If you have questions or would like to schedule a complimentary initial 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 strategies are an important part of any financial plan throughout the year, not just in April.

Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

"Unbiased, puts my interest first"
"Investment ideas knowledgeable, timely, and tactical"
"Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

13 videos

Previous Video Next Video

Now Playing

Inflation and bear market considerations for investors

Inflation and bear market considerations for investors

The arrival of a bear market has raised concerns for investors. Hear from Ameriprise Financial experts as they discuss the impact of inflation and rising rates, opportunities for investors and goal-specific investing strategies. (14:45)

Now Playing

Will inflation become stagflation?

Will inflation become stagflation?

Inflation has been a significant issue for investors and consumers alike this year. Watch as Ameriprise Chief Economist, Russell Price discusses the outlook for inflation, stagflation and the financial markets. (3:28)

Now Playing

Yields rise – there’s a silver lining in there

Yields rise – there’s a silver lining in there

Higher fixed-income yields may result in more attractive terms, especially for income investors. Ameriprise Fixed Income Strategist Brian Erickson explains why. (3:01)

Now Playing

Transitioning Careers

Transitioning Careers

Our practice can assist you with many facets of life. Transitioning careers with confidence is one of them. This short video from our team helps break down the planning and execution of a career transition.

(2:17)

Now Playing

Term Life Insurance

Term Life Insurance

This video from our team is designed to discuss the benefits and drawbacks of term life insurance policies.

(1:54)

Now Playing

Why Invest?

Why Invest?

In this brief video our team reviews instances of how investing can help grow your wealth and potentially increase purchasing power while keeping you on track for your goals.

(1:39)

Now Playing

Social Security Retirement Benefits

Social Security Retirement Benefits

While social security retirement benefits are available to most U.S. workers, there are many qualifications that must be met in order to collect the benefits.

(2:36)

Now Playing

Reducing Spending

Reducing Spending

Reducing spending can be a difficult process to begin but has long term benefits. This brief video from our team shares three tips to help reduce spending, including tracking expenses and creating a budget.

(1:30)

Now Playing

Long Term Care

Long Term Care

Our team has designed this short video to answer three generic questions regarding LTC: When to take advantage of LTC? What LTC options are available? What to consider when seeking LTC?

(1:56)

Now Playing

Active vs Passive Investing

Active vs Passive Investing

The decision to use an active or passive investment strategy has been something that not every investor agrees on. In this video, our team explains the basics of both strategies and some of the risks that may be associated with your choice.

(1:42)

Now Playing

Buying a Home

Buying a Home

Purchasing a home can be an intimidating task. In this video, our team aims to break down the process into three steps. Buying a home is something our advisors assist clients in doing, and we would love to help you or someone you know do the same.

(1:51)

Now Playing

Getting Help from a Financial Professional

Getting Help from a Financial Professional

There are many things to consider when thinking about hiring a Financial Professional. When should I get help? Why can't I manage my own finances? Are there qualifications I have to meet? Here is a short video from our practice that may help decide.

(1:52)

Now Playing

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:15)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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

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)