Homepage - Meritrust

Web Name: Homepage - Meritrust

WebSite: http://www.meritrustwm.com





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Life is all about growth.

Who is Meritrust?

Meritrust Wealth Management is here to help you enhance and achieve your individual and business financial goals.

As part of your financial team, we will help orchestrate your financial life with an organized and planned approach. As Stephen Covey said, “What do we live for, if it is not to make life less difficult for each other?” At Meritrust, we take this to heart each and every day.

Our team’s true skill set is to make the complexity of your finances more understandable so that you can achieve peace of mind about your own life goals and what you want to achieve. We are able to do this with our own focused financial expertise and our integrated relationship with the region’s largest CPA firm. This integration sets us apart from other wealth management firms.

Our team will be your trusted advisor— knowing that we need to earn that trust every day.

Learn More about MWM

Our Core Values

Our core values represent those principles and attributes that provide purpose and meaning to our team approach.

Our Services

It requires a lot of effort to make a successful plan seem effortless.

Client Financial Services

Designed for Individuals who have or will accumulate wealth

Private Client Services

Give your legacy a leg up.

Business Services

Let us help guide your business.

Business Owner & Executive Services

Just the boost you need to reach your goals.

Your Meritrust Team!

Our approach is a “Client First Team Approach.” We have dedicated team members with years of experience in financial and tax matters to work with you one on one. They bring in other experts as needed or work with your existing advisory team including CPAs and attorneys.

They involve family members, if appropriate, to make sure that all parties involved are comfortable with your financial plan from the beginning.

Meet the Team!

Let Us Help You Grow!

Our Locations

462 South Fourth Street
Suite 2610
Louisville, KY 40202

333 West Vine Street
Suite 1001
Lexington, KY 40507

702 North Shore Drive
Suite 501
Jeffersonville, IN 47130

201 East Fifth Street, Suite 2100
Cincinnati, OH 45202

Contact a MWM Rep Now!

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Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

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