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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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Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Read
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Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
Are student loan defaults a concern for the economy?
8/15/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Five key takeaways from earnings season
8/15/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
Read
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Read
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Cash balance plans: A game-changer for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
When borrowing can be a smart strategy
Borrowing can offer flexibility and align with long-term financial goals.
Markets & Investing
Generating revenue from unused land
Whether you own land already or intend to buy some in the future, here are some ways to make the most of your investment.
Markets & Investing
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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