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"excerpt": " Home - Meritas Wealth Management Home About Meritas How We Help Our Team Resources Contact Client Portal Form CRS Privacy Policy Select Page Live Your Ideal Life Create a Financial Plan with a Trusted Advisor Schedule a Call Live Your Ideal Life Create a Financial Plan with a Trusted Advisor Schedule a Call Live Your Ideal Life Create a Financial Plan with a Trusted Advisor Schedule a Call Live Your Ideal Life Your financial plan is about more than just money – it’s about helping you realize your hopes and dreams. Inspire Educate Guide Creating a financial plan is like laying out a pathway for your future. The right financial plan should feel like a guidebook for this journey, helping you to discover where you want to go and how you’re going to get there. This is a mutual process of exploration; together we’ll navigate the financial uncertainties of the market and economy and work with you to guide you towards your goals. Schedule a Call CALL FOR A CONSULTATION We offer a complimentary 15-minute consultation to see if we're the right team for you. Creating a pathway for your future. We work with you to identify the strategies you’re comfortable with, so we can form a complete picture of your financial life. You are an Executive You value a personal approach specific to your needs. You want to understand the process and trust your advisor to handle the details. You prefer to be an informed delegator—to know the “why” behind our recommendations but are happy to let us implement your personalized investment strategy. You enjoy life outside of work You enjoy the outdoors – hiking, biking, sports... You love to travel and appreciate great food and wine. You treasure sharing memorable experiences with your family and friends. You’re involved in your personal and professional communities. You want peace of mind You want the peace of mind that comes from knowing that you have explored many options and the path that you are on is the best choice for you now and for your future. MARIN COUNTY 415.300.4560 Meritas Wealth Management, LLC 3950 Civic Center Drive, Suite 210 San Rafael, CA 94903 SONOMA COUNTY 707.508.4600 Meritas Wealth Management, LLC 245 Foss Creek Circle, Healdsburg, CA 95448 MERITAS DOCUMENTS Meritas New Client Questionnaire Additional Insight Questionnaire Getting to Know you Questionnaire DISCLAIMER This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Copyright © 2015- Meritas Wealth Management, LLC | All Rights Reserved | Website by Smart Monkey ",
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