# Meritage Wealth Management

Meritage Wealth Management is a Multi Family Office based in Carlsbad, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Carlsbad, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Assets under management:** Undisclosed
- **Website:** meritagewealthmanagement.com

## Regulatory record

- **CRD number:** 311884
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311884

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- Francis X. Pisano — CPA, Esq., CWS
- Eric C. Reale — CPA, CPFA

## 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.

## Related profiles

- [Ventana Private Wealth LLC](https://altss.com/profile/ventana-private-wealth-llc)
- [Manna Wealth Strategies](https://altss.com/profile/manna-wealth-strategies-llc)

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Last updated: 2026-08-11T15:07:26.757Z

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