Portfolio Management

As part of our portfolio management services, we'll develop an investment strategy designed to meet your individual financial objectives. Leveraging our strong understanding of global investment opportunities and macroeconomic conditions, we'll provide an asset allocation plan that balances your risk tolerance against desired performance.

  • Strategic and Tactical Asset Allocation and Management
  • Detailed Personal Investment Policy Statements
  • Tax Efficient Investments

Financial Planning

Holistic financial planning involves more than just smart investments. Our financial planning services will help you prepare for expenses - both expected and unexpected – so you can minimize their day to day impact on you and your family. In addition to the following services, our online client portal offers budgeting resources and tools to proactively manage your finances.

  • College Savings Plans
  • Life Insurance
  • Gifting Strategies
  • Estate Planning

Retirement Planning

No matter what your goals are for the future, or where you currently stand financially, we take pride in our ability to come up with a retirement plan that focuses on the cash flow you'll need to maintain your lifestyle. Our retirement planning services include:

  • Individual Retirement Accounts
  • Retirement and Cash Flow Planning
  • Executive Compensation Planning
  • Stock Option Planning and Analysis

Tax Services

As a licensed Certified Public Accountant, we utilize knowledge, experience and integrity to provide services that maximize your individual net worth. Taxes are the largest single factor that can impede your ability to build wealth. We not only manage accounts for tax efficiency but offer alternative solutions aimed toward minimizing tax liabilities. Meridian Investment Partners guarantees all tax services will be completed with 100% accuracy – even in the most complex situations. As a new tax client, we’ll offer a complimentary review of your prior tax returns and amend them to reclaim overlooked savings.

  • Tax Planning and Strategy
  • Tax Preparation
  • Electronic Refund and Extension Filing