Private Wealth Management

Grow, Protect &
Preserve Your Wealth

Meridian Capital partners with high-net-worth individuals and families to craft intelligent, long-term financial strategies built on trust and data.

Schedule a Consultation Our Services
$4.2B+Assets Under Management
98%Client Retention Rate
27+Years of Experience
1,400+Families Served

What We Offer

Comprehensive Financial
Solutions

From portfolio construction to estate planning, we provide the full spectrum of wealth management services under one roof.

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Portfolio Management

Actively managed, diversified portfolios aligned with your risk tolerance and return objectives across all asset classes.

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Estate Planning

Comprehensive strategies to transfer wealth to future generations efficiently, minimizing tax exposure and legal complexity.

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Risk Management

Protect your assets with insurance analysis, hedging strategies, and stress-tested portfolio construction.

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Retirement Planning

Build a secure income stream and sustainable withdrawal strategy so you can retire on your own terms.

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Alternative Investments

Access to private equity, real assets, hedge funds, and structured products to diversify beyond public markets.

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Tax Optimization

Coordinate with your tax advisors to implement loss harvesting, charitable giving, and tax-efficient vehicle strategies.

Financial advisor meeting with client
12.4% avg. Annualized return (10-yr)

Our Philosophy

Disciplined Strategy.
Personalized Approach.

We believe every financial decision should serve a clear purpose. Our advisors take the time to understand your full picture before recommending a path forward.

  • Fiduciary standard — we always act in your best interest
  • Fee-only, transparent pricing with no hidden commissions
  • Ongoing reviews and proactive rebalancing throughout the year
  • Dedicated advisor team available when you need them
  • Institutional-grade research and analytics at every tier
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Client Stories

Trusted by Discerning Investors

★★★★★
"Meridian completely restructured our family's portfolio after a significant liquidity event. The clarity and confidence they brought was invaluable."
Margaret H. Founder & Retired CEO, Miami FL
★★★★★
"After years of managing my own investments, working with Meridian finally gave me the peace of mind I was looking for heading into retirement."
David & Carol T. Business Owners, Austin TX
★★★★★
"The team's approach to tax-efficient investing has saved us considerably year over year. Highly recommend for anyone with a complex financial picture."
James R. Partner, Private Equity Firm

Get In Touch

Ready to Build Your
Financial Future?

Schedule a complimentary 30-minute consultation with one of our senior advisors.

Book a Consultation Call (800) 555-0100