6 Meridian

At 6 Meridian, we are dedicated to helping individuals and families achieve their long-term financial goals. Our team of experienced wealth management professionals is committed to providing personalized service and tailored investment strategies to ensure that our clients' financial needs are met and their wealth is preserved for generations to come.

Our Team

Our team comprises highly skilled and experienced professionals who work together to deliver exceptional client service and investment performance. Each member of our team has a unique set of skills and expertise that they bring to the table, creating a truly integrated and comprehensive approach to wealth management. From partners with years of experience in the industry to staff with specialized knowledge in areas such as tax planning and estate planning, our team is comprised of individuals who are passionate about helping our clients achieve their financial goals.

Services

At 6 Meridian, we offer a wide range of services designed to help our clients navigate the complexities of wealth management. These services include:

Life Transition Planning

We help our clients plan for life's transitions, whether it's a change in career, retirement, or a significant event such as the birth of a child. Our expertise in life transition planning ensures that our clients are prepared for the challenges and opportunities that come their way.

Customized Investment Solutions

We believe that every investor is unique, with their own risk tolerance, financial goals, and time horizon. Our customized investment solutions are designed to address these individual needs and provide our clients with a tailored investment strategy that aligns with their goals and objectives.

Family Wealth Preservation

We understand the importance of preserving one's wealth for future generations. Our expertise in family wealth preservation helps ensure that our clients' assets are protected and available for their loved ones.

Our Investment Philosophy

At 6 Meridian, we believe that a successful investment strategy requires a deep understanding of our clients' goals, risk tolerance, and financial situation. We take a comprehensive approach to investing, using a combination of skills and expertise to deliver exceptional investment performance.

Insights

Our team regularly publishes articles and research papers on various financial topics, providing our clients with valuable insights and information to help them make informed decisions about their financial future.