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Meritage Wealth Management
Meritage Wealth Management prioritizes clients' needs, goals and dreams, helping grow and preserve investment assets, manage taxes, and plan for the future.
Overview
Meritage Wealth Management prioritizes clients' needs, goals and dreams, helping grow and preserve investment assets, manage taxes, and plan for the future. As financial advisors, CPAs, and attorneys, the firm brings expertise in wealth strategies, retirement plan consulting, and legal and tax insight. Services include financial planning, business services, tax-managed strategies, retirement plans, and estate planning.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Carlsbad
Corporate office
Portland, OR, United States
Principals
Francis X. Pisano
CPA, Esq., CWS
Eric C. Reale
CPA, CPFA
Sector focus
Frequently asked questions
How does Meritage Wealth Management source investment opportunities?
Meritage relies on public market securities, mutual funds, ETFs, and select alternative investments. The firm is not known to source proprietary direct deals, instead focusing on open-architecture platform access for client portfolios.
Does Meritage Wealth Management participate in fund commitments or only direct deals?
The firm primarily allocates client assets through fund vehicles, separately managed accounts, and pooled investment structures. Direct deal participation is not a publicly indicated part of its strategy.
What investment stages does Meritage Wealth Management typically target?
Meritage focuses on liquid, diversified strategies across growth, value, and fixed income stages. It does not target venture stage or startup investments, instead concentrating on public market and some alternative exposure.
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