Pre-Retirees & Retirees
Take Control Of Your Future
Wealth Management For Women Navigating Retirement or Widowhood
Meritage Wealth Management is an independent, fee-only wealth management firm for women in or approaching retirement, navigating widowhood or divorce.
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Laryssa Freeman
CERTIFIED FINANCIAL PLANNER™
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Which Life Chapter Are You In?
Meritage works with women at three major crossroads. Pick the one that fits your situation best and we'll show you exactly how we can help.
It alL fEELS uNCERTAIN
All The Questions That Keep You Up At Night...
You've spent decades working, saving, and planning. Now, retirement is just around the corner and big life changes are happening. The questions start feeling louder.
"Will My Assets Support My Lifestyle?"
You've done the math hundreds of times and it still doesn't feel right. You need a strategy for longevity, inflation, and decades of solo financial management.
"Am I Leaving Money On The Table Every April?"
Between Social Security taxation, RMDs, and withdrawal timing, tax planning is a whole different ball game.
"My Life Just Had a Major Change, Where Do I Even Start?"
Maybe you've lost a spouse or you're navigating a divorce, the financial decisions in front of you feel really overwhelming.
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What Makes Us Different
We Help Women Build a Financial Life They Love, Now and in Retirement
Fiduciary Advice
Your Goals Drive Every Decision
We are fiduciary 100% of the time, which means legally we are required to act in your best interest
Independent Advisor
We Answer To You, Not a Big Firm
As a solo owned firm, every recommendation we make is free from outside influence.
Coordinated Planning
We'll Build a Plan That Works As One
We carry your income strategy, your tax situation, your estate, and your goals all in one place.
Get to know us
We Simplify the Numbers So You Can Enjoy Life
In 2006, we left a large investment firm to begin building something different.
Let's Turn What You've Built Into a Plan That Lasts.
Our Process
The Steps We Take to Create Your Plan
We'll help guide you through a clear, step-by-step process to building and implementing your personalized plan.
1. Strategy Session
A free session to see whether we're the right fit. We'll talk over your goals and how we'll help build a life you'll feel good about.
2. Build Out Your Plan
Using The Meritage Method—built on 25+ years of client work—we'll help build a plan tailored to your financial situation and goals.
3. We Take Action
Once the plan is ready, we put it to work. We'll align your income strategy, manage your investment portfolio, and create a tax-efficient approach.
From Our Clients
Hear It Directly From The Women Who've Worked With Us
Get a feeling for what it's like to work with Meritage Wealth Management, straight from the people who know us best.
"Laryssa is the reason I was able to retire at 59, and do so comfortably."
—
Lis D.
"...Has always and continues to treat me as a priority, not just a client"
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Judi C.