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Welcome to Meridian Wealth Group
Delivering solutions of a global firm, personally customized for your family.

I work comprehensively with clients rather than fragmentally, as so many firms do today. There are four primary stages in a client’s financial life cycle which should be addressed:
  • Creating and growing wealth
  • Protecting and preserving wealth
  • Planning for tax efficient distribution of wealth
  • Planning for tax efficient transfer of wealth and creating a wealth legacy
By taking a comprehensive approach, you and I work together to make sure there are no challenges that, if left unaddressed, would be detrimental to your family.

We maintain focus by tracking a list of issues known to many of my clients. While most clients have addressed some of these issues, I find it to be rare when all have been addressed. I work with you to prioritize the things that are important to you and make sure they are addressed in a timely manner.

In doing this, I draw on over 22 years of my own experience, the tremendous resources of our firm, the relationships I have built with other professionals, and the solutions of our custodian, First Clearing Corporation. In addition to this great team I have at Wunderlich, my clients say the intense personal attention and service they receive and the accessibility they have to me are the things that make me different.

Contact me today for an appointment. Let’s see if we are a good fit for you.
 
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Wunderlich Securities, Inc. does not provide tax or legal advice.

The information presented here is not specific to any individual's personal circumstances.To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 



This communication is strictly intended for individuals residing in the state(s) of AL, CO, FL, IL, MD, NM, NY, NC, OH, PA, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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