Our Services
Wealth Solutions Tailored to You
Every client relationship begins with a deep understanding of your goals, values, and circumstances. Our services are designed to address every facet of your financial life.
Portfolio Management
Tailored investment portfolios constructed from institutional-quality research, diversified across asset classes and geographies. We actively manage risk while pursuing growth aligned with your objectives.
Estate & Trust Coordination
Comprehensive estate planning that works in concert with your attorneys and accountants. We help structure trusts, plan charitable giving, and ensure seamless wealth transfer across generations.
Tax Optimization
Proactive tax strategies designed to minimize liability and maximize after-tax wealth. From tax-loss harvesting to Roth conversions, every decision is calibrated for your complete financial picture.
Family Office Services
A dedicated team managing every dimension of your family's financial life — from consolidated reporting and bill pay to philanthropic advisory and next-generation education.
Retirement Planning
Goal-based retirement planning that accounts for longevity risk, healthcare costs, Social Security optimization, and desired lifestyle. We model scenarios so you can retire with confidence.
Risk Management & Insurance
Comprehensive risk assessment and insurance coordination to protect your wealth from unforeseen events. We work with top carriers to ensure appropriate coverage at competitive rates.
How We Compare
Meridian offers the personal touch of a boutique firm with institutional-grade capabilities.
| Feature | Meridian | Big Bank | Robo-Advisor |
|---|---|---|---|
| Dedicated Advisor | ✓ | ○ | ✗ |
| Fiduciary Standard | ✓ | ○ | ✓ |
| Custom Portfolios | ✓ | ○ | ✗ |
| Estate Coordination | ✓ | ✓ | ✗ |
| Tax-Loss Harvesting | ✓ | ○ | ✓ |
| Family Office | ✓ | ✗ | ✗ |
| Fee Transparency | ✓ | ✗ | ✓ |