Merit helps clients define & implement an investment strategy to build long term wealth.
Merit develops a comprehensive Financial Plan and tailored Investment Strategy for every client.
To get started, Merit & the client will discuss the client's financial suituation, investment objectives & preferences.
Merit creates an Interactive Financial Plan to assess each client's financial situation and achieve their goals.
Each investor's Financial Plan & investment preferences determines their investment strategy.
Merit utilizes the best investment accounts to reduce costs, improve transparency and minimize taxes.
Investment strategies are crafted in one structure to meet each client's goals- i.e. growth, income, savings, etc.
Merit's process captures all client information needed to establish & manage a comprehensive investment strategy
MERIT INVESTMENT MANAGEMENT
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Merit can manage a single investment account or a client's entire investment portfolio.
Merit client accounts are established and custodied at Interactive Broker's award winning platform.
Client accounts which are best suited to remain custodied at existing financial service providers are OK.
Merit's utilizes helpful documents to guide a clear and comprehensive investment process for clients.
Merit's acts as a fiduciary; we act solely in the best interests of clients at all times.
CREATE YOUR FINANCIAL PLAN AND
Farmers & Mechanics Building
2 West Market Street Suite 100
West Chester, PA 19382
Office: (484) 473-8413
Merit creates a comprehensive Interactive Financial Plan for clients.
Check out Merit's Video channel for a quick overview: