Private Client Services
When it comes to managing your wealth, come to us.
Your personal finances should reflect the goals you have for your life. Meritrust’s financial advisors care about your personal financial goals and strive to develop customized plans tailored to you, finding strategies that fit your needs. Whether you are new to financial investing or you have a complex legacy investing portfolio, we can match you with the advisor who will understand your situation and offer you the personal attention and service you deserve—working together to reach your goals.