Portfolio Management
Discretionary portfolios reviewed quarterly with rebalancing, drift checks, and tax-loss overlays.
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Meridian Wealth Advisors
YTD Composite Return
+11.4%
Net of fees · 60/40 sample · Hypothetical
Disciplined wealth strategies for every season.
Meridian Wealth Advisors provides data-backed planning and steady guidance for investors preparing for growth, transition, and legacy.
Composite · 5-yr equity curveHypothetical illustration
+.%
1Y
+.%
3Y annl.
+.%
5Y annl.
$.B
Assets advised
+
Households served
yrs
Average advisor tenure
Fiduciary
Standard, every account
Four pillars.
One scope.
Every household receives the full discipline of the firm — investments, planning, taxes, and estate coordination unified under one team.
Retirement Planning
Income strategies, Social Security timing, Roth conversions, and bucket modeling.
Estate Coordination
Wealth transfer planning aligned with your attorney and CPA — we keep everyone in sync.
Business Owner Planning
Cash management, succession structuring, and equity strategies for founders & operators.
How we're positioned this quarter.
Direction reflects our discretionary models. Always tailored to a client's plan, not the other way around.
US Equities
Overweight
Intl Developed
Neutral+
Emerging Mkts
Underweight
Investment Grade
Neutral+
High Yield
Underweight
Real Assets
Neutral
Sample illustration only — current allocations available to engaged clients on request.
The team your money sits with.
Daniel Whitfield, CFA, CFP®
Managing Partner · 21 yrs
Endowments · Multigenerational
Priya Singh, CFP®
Senior Advisor · 14 yrs
Retirement · Tax planning
Tomás Reyes, CIMA®
Portfolio Strategy · 12 yrs
Equities · Alternatives
Before our first meeting.
A 30-minute call. A real plan. No pitch.
Bring your most recent statements and we'll walk through fees, allocation, tax efficiency, and gaps. You leave with a written summary even if we never work together.
123-789-0123
123 Example Avenue · Suite 100
- RIA · SEC Registered
- CFP® · CFA® · CIMA®
- Schwab & Fidelity custody
- Fiduciary standard
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