MERIDIAN PRIVATE WEALTH MANAGEMENT, INC.

 

Welcome to the Meridian Private Wealth Management, Inc., website.

Using an eternal perspective, we help a select group of families optimize their decisions in regard to managing, building, preserving and transitioning their wealth.

As personal financial professionals, we can:

· Help you clarify and define your goals

· Recommend strategies designed to fit your needs

· Deliver timely information

· Explain changing financial conditions

· Review your financial progress

· Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and newsletters that we hope will answer your questions or stimulate your interest.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail us at arios@wfafinet.com or call (805) 436-0333/(888) 362-5660.

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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