Our Services

The Meritrust Experience is about YOU. It starts with us understanding your goals and what you want to achieve in life. Your wealth is a large part of the foundation of how you achieve all your goals – including lifestyle goals, legacy goals and impact goals. You create the vision and we help you implement and achieve it.

Our dedicated team members have years of experience in financial and tax matters to work with you – one on one. We bring in other experts as needed or work with your existing advisory team including CPA’s and attorneys.