Navigating the “financial wilderness” all by yourself can leave you anxious and overwhelmed. Our team at Meriwether offers personalized guidance and wealth management, so you can live confidently now and enjoy a meaningful life that leads to a fulfilling future.
At Meriwether, our specialty is individualized, relationship-based guidance. That means we work diligently to ensure your financial plans and investment strategies are aligned with your goals and values at every step of the journey.
We manage your investments to align with your goals and values.
We work together to chart a course for your retirement.
We offer a solution for those who are in the wealth-building phase of their lives.
We offer business services such as employer plans, tax optimization, and business valuations.
It gives me great peace of mind to trust my financial future with my friends at Meriwether. I have complete confidence in their ability to manage my investments and guide me along the way. They align their strategies with my risk tolerance and ultimate end-goals, and we stay in regular communication about not only my accounts, but the milestones in my life. Meriwether also handles my company’s retirement plan and makes my employees feel at ease about their investments. I highly recommend them to others.
The Meriwether team has brought such comfort and peace of mind in assisting us with financial growth and investments as well as tax planning and estate planning. At Meriwether, you are treated as a person, and our advisor has shown his dedication in assisting us with a very personal touch. There have been times when we were truly unsure or uneasy about a decision that needed to be made, and he has always gone the extra mile to find the best solution and strategy for our needs and wants. We would recommend to anyone and everyone that they give them a call for their investment management and retirement planning needs.
Finding someone you trust to guide you in your financial investment choices is a big undertaking. I started working with my Meriwether advisor and came to know the Meriwether team. I was so grateful for their level of professionalism, patience with my questions, and care for those they serve. Our partnership has now evolved into working with my dad on his investments, as well as our family business. I trust Meriwether because they go beyond our financial investments – they have invested in us as people and care for our well-being. Meriwether has been the silver bullet and peace of mind for us in the investment world.
All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Meriwether Wealth & Planning, LLC gained each client’s permission to publish his or her testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Book a brief 15-minute call. If we’re a good fit for one another, we will schedule a discovery meeting to clarify your individual financial goals and values.
We will help you plot a course that leads to the financial destination you desire.
We won’t just hand you a map and wish you well. We will walk alongside you, pointing the way, blazing new trails, when necessary, and seeing to it that you stay on course.
I’m not ready just yet, but I’d like to stay in touch.
