In excess of 120 years combined experience providing financial advice
Shaping Your Future
Our History
The Meritage Group of Wells Fargo Advisors team members have in excess of 120 years combined experience providing financial advice, and our group’s name reflects the importance of selecting just the right investment blend for you.The word meritage is a combination of the words merit and heritage, which resonate with the high quality of work, credibility and experience you can expect from our team. We shepherd your wealth and strive to provide you financial security. We believe in our methodology, and we use the same strategies to manage our assets.
Our high level of engagement with both the market and your personal needs reflects the importance we place on the customization of our investment strategies, making each decision with your needs, family and future in mind.
