How we work

Our Team

Merit Wealth Management is a boutique franchise of Ameriprise, offering bespoke financial planning services to our clients. We develop robust financial strategies to help you pursue your goals, starting today in order to plan for your dreams for tomorrow.

We’ve built a team of seasoned staff professionals to keep everything running smoothly, while Doug, Tim, Sandeep and Clifford focus on the big picture strategies and personalized service offerings that help our clients feel more confidence to make informed decisions.

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Working with us

Our team is ready to help you pursue your financial goals. We are hands-on and client-focused, developing a personalized approach to put your dreams more within reach. Our role is to orchestrate the bigger picture, working in concert with your legal and outside financial professionals to make everything work together brilliantly.

Our first meeting will include a review of your financial situation, in which we'll identify potential opportunities for improvement in your current strategy. This initial conversation won't include any planning services for which fees are charged, but you should walk away with newfound confidence and get a sense of what it might be like to work together.

What to expect

    • A personalized approach to identify your financial goals
    • Advice tailored to your investment objectives
    • An assessment of the solutions, risks, benefits and costs

What to bring

    • Questions about your current situation
    • Financial statements
    • Your dreams along with short-and long-term goals