Trustworthy investing for a better future 

Why Invest With Us

Meritis Wealth Management, Inc., was formed to provide unbiased comprehensive wealth management services to both individuals and business entities through the core principles of trust and transparency.

We pride ourselves on listening, educating, and empowering our clients to make wise financial decisions based upon their best interest. While we recognize that trust is earned over time, we believe that you will immediately appreciate the knowledge and compassion that we bring to each relationship.
Team Zoomed In

About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.