Our Story
Proven Expertise
At Meridian Wealth, our advisors bring decades of experience helping high net worth families and business owners grow and protect their legacies.
Specialized in pensions, business exits, and legacy planning for complex clients.
Senior Advisor
Mercer
2005 – 2014
Specialized in pensions, business exits, and legacy planning for complex clients.
Lead Planner
Helmsworth
2014 – Present
Focused on business exit planning and multigenerational wealth transfer.
Pension Maximization
Business Exits
Guiding business owners through smooth transitions that protect wealth and secure their legacy for future generations.
Legacy Planning
Crafting personalized plans that ensure your family’s values and wealth endure across generations with clarity and care.
Investment Growth
Strategic portfolio management focused on expanding your wealth while balancing risk tailored to your unique goals.
Legacy Planning
Dedicated to understanding your story and delivering financial solutions that fit your life and aspirations perfectly.
Client Voices
Meridian Wealth helped us maximize our pension and secure our family’s future with clear, thoughtful guidance.