Our Relationship with Wells Fargo Advisors
Behind the Meridian Private Wealth Management, Inc. name is a team made up of a very concerned financial advisor and dedicated sales assistants. We truly believe that investing is a long-term process and at the heart of that investment planning process there needs to be a relationship based on trust.
We have learned that once we have earned our clients' trust they are more willing to openly share with us their goals, their dreams, and their disappointments as they arise. It is at this point, that as trusted advisors, we believe we can truly add value for our clients.
We understand that every individual is unique and relationships are very diverse. This is one of the primary reasons for our team approach to advising. As a team, we all bring something different to the table, yet share the common goal of putting our clients' needs first.
We have learned that once we have earned our clients' trust they are more willing to openly share with us their goals, their dreams, and their disappointments as they arise. It is at this point, that as trusted advisors, we believe we can truly add value for our clients.
We understand that every individual is unique and relationships are very diverse. This is one of the primary reasons for our team approach to advising. As a team, we all bring something different to the table, yet share the common goal of putting our clients' needs first.
Meridian Private Wealth Management, Inc. is an independent company affiliated with Wells Fargo Advisors Financial Network—which has proved to be a win-win solution for both our clients and for us.
Because of our affiliation with a large firm, we can offer our clients investment services of a large firm because we have access to all of Wells Fargo Advisors Financial Network's resources such as: their trading platform, top-notch economic and financial research, due-diligence, compliance oversight, training, technology support, and the list goes on.
Our benefit is that since we are an independent company, we are still able to service our clients as an intimate, flexible, customer-focused and locally owned practice.
Because of our affiliation with a large firm, we can offer our clients investment services of a large firm because we have access to all of Wells Fargo Advisors Financial Network's resources such as: their trading platform, top-notch economic and financial research, due-diligence, compliance oversight, training, technology support, and the list goes on.
Our benefit is that since we are an independent company, we are still able to service our clients as an intimate, flexible, customer-focused and locally owned practice.