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  • Meritis Wealth Management, Inc.
    12435 Park Potomac Avenue, Suite 440 Potomac, MD 20854 T: 240.396.6600 F: 240.396.6533
    Map and Directions Map and Directions
Meritis Wealth Management, Inc. LogoMeritis Wealth Management, Inc. Logo
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Market resiliency continued in September
9/30/2025
While there's reason to be cautious in the near term as markets digest recent gains, the longer-term outlook is constructive.
Markets & Investing
Seizing the opportunity
9/29/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Watch Video
Market records may grab headlines, but discipline drives long-term success
9/29/2025
Raymond James Chief Investment Officer Larry Adam shares that the markets continue to deliver impressive milestones, and unexpected twists.
Markets & Investing
What do we expect to see unfold in the months ahead?
9/26/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Consumption strong in August; income, not so much
9/26/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity
Read
Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
Family & Lifestyle
Read
Reduce risk in your hiring process by reimagining it
Overcome the limitations of interviews and strengthen your support of new hires.
Business Ownership
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Anchoring bias
9/22/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
New tax law makes 2025 a strategic year for giving
Highlighting key provisions for itemizers, non-itemizers and corporations.
Estate & Giving
Always here for you
Meritis Wealth Management, Inc. LogoMeritis Wealth Management, Inc. Logo
  • 12435 Park Potomac Avenue, Suite 440 Potomac, MD 20854
  • T 240.396.6600
  • F 240.396.6533
  • Map & Directions
  • Map & Directions

Meritis Wealth Management, Inc. ("Meritis Wealth") is a Registered Investment Advisor ("RIA"), located in the State of Maryland. Meritis Wealth provides investment advisory and related services for clients nationally. Meritis Wealth will maintain all applicable registration and licenses as required by the various states in which Meritis Wealth conducts business, as applicable. Meritis Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

CRS Form // ADV 1 // ADV 2A