Our Firm
The Story Behind Meritage
Our team recognizes that the goals of each client are unique and achieving them requires much attention and care. In defining our brand, we have aligned ourselves with a story that parallels with the spirit of our mission.
In 1988, a group of American vintners formed an association to identify handcrafted wines from the traditional “noble” Bordeaux varietals. The goal was to distinguish wines that represent the highest form of the winemaker’s art from those with the more generic moniker “red table wine.” An international contest was held to name this new wine category. “Meritage”, pronounced like “heritage”, was selected from more than 6,000 contest entries. It is an invented word that combines “merit” and “heritage”.
At Meritage Financial Strategies, we strive to provide each client with the right blend of professional artisanship (merit) and time-tested financial planning techniques (heritage). Winemakers are expert farmers that cultivate a successful vintage by gaining a deep understanding of the individual complexity represented by each grape varietal and the region in which it is growing. Meritage’s financial professionals invest the time to gain a deep understanding of your goals and what steps are needed to help achieve them. Then, like vintners, our financial professionals provide the ongoing management that is essential to bringing a successful vintage to harvest.
About Us
Meritage Financial Strategies, LLC is a full service wealth management firm. We build, implement, and monitor comprehensive financial plans for individuals, families and privately-owned businesses. The firm’s guiding principle is to provide clients with “a balanced approach to financial health.”
Meritage provides oversight and strategic management of every aspect of clients’ financial lives. Meritage’s highly skilled specialists listen closely to clients’ values and goals and then craft the appropriate strategies. Most importantly, the Meritage team engineers the follow-through to help ensure continued financial success. We reduce the complexity of our clients’ financial lives.
