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.

Let Us Help You Grow!


Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.