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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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Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Read
Read
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Read
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Estate & Giving
View
Infographic: Thoughtful tips for a fulfilling retirement
Retirees in the U.S. are expected to live longer than ever before, here are some tips to help you enjoy your golden years to the fullest.
Retirement & Longevity
Read
Why work with a financial advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
Retirement & Longevity
Bouncing back after a job loss
Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle
Estate planning: Your loved one's long-term care
Ensure your family member with special needs is cared for after you’re gone.
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