Let our experts build and manage a diversified portfolio for you. Automated investing with professional oversight, tax-loss harvesting, and automatic rebalancing.
We handle the strategy, allocation, and ongoing management.
We build a portfolio aligned to your goals, risk tolerance, and time horizon.
Your portfolio is continuously monitored and rebalanced to stay on track.
Automatically offset gains with losses to help reduce your tax bill.
Unlimited access to licensed financial advisors by phone, chat, or in branch.
Globally diversified portfolio of low-cost ETFs across asset classes.
Set goals and track progress with projections updated in real time.
We'll assess your goals, timeline, and risk tolerance.
A diversified mix of ETFs tailored to your profile.
Ongoing rebalancing, tax optimization, and monitoring.
Online stock & ETF trades
Licensed financial advisors
Research, tools & mobile app
Securities insured up to $500K
Investment and insurance products: Not FDIC Insured · No Bank Guarantee · May Lose Value. Meridian Wealth Management is a division of Meridian Bank, N.A. Securities offered through Meridian Securities LLC, member FINRA/SIPC. Insurance products offered through Meridian Insurance Agency.
Call 1-800-MERIDIAN or schedule a consultation.