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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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The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
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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