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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
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Keep on giving
Prioritizing philanthropy in retirement starts with strategy.
Estate & Giving
Looking ahead to 2026
12/29/2025
Raymond James Chief Investment Officer Larry Adam offers insight into his 2026 market outlook.
Markets & Investing
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Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Giving is a family affair
How to inspire charitable values for years to come.
Estate & Giving
12 wishes for the economy and markets
12/19/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Did employment numbers change the equation for the Fed?
12/19/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Family & Lifestyle
Infographic: A guide to giving with purpose
For many people, philanthropy helps embody values and strengthen legacies. It starts with a plan and a strong sense of purpose.
Estate & Giving
2025 quick lookback & forward considerations
12/15/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Exploring the sources of consumer frustration
12/12/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Fed consensus is great; dissent is even better
12/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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