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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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Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
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Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
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Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Read
Rule change affects high earners making catch-up contributions
Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.
Retirement & Longevity
Read
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
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