wide array of options
Guiding you down the path
Freedom and Choices
Client Focused - Exceptional Personal Service
We focus on our clients and it will always be our goal to make sure we simplify their lives.
After over 24 years on the corporate side of the financial side of the industry, Lisa and her team were finally able to fully realize their vision. They moved to the independent side of the industry and created their own firm – Meritage Wealth Management.
“Merit and Heritage are the two words that make up Meritage. Merit means the qualities of having value, worth and distinction, while Heritage stands for the principals, ethics, and traditions (or beliefs) that create a legacy. We have used this name to define ourselves for years and it perfectly embodies what we believe in.”
with our clients
With over 49 years of accumulated experience, our firm focuses on guiding clients through life’s transitions by using their experience in financial planning, specifically in the areas of retirement, estate, tax, long term care, divorce, business succession planning, and wealth management.