The Zois Group

Investment advisory services are offered through Meritum Wealth Management, a Registered Investment Advisor (RIA) firm. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. All investments have the potential for profit or loss. Investments involve risk and unless otherwise stated, are not guaranteed. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.

The firm only conducts business in states where it is properly registered or is excluded from registration requirements. The information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Insurance products are sold through The Zois Group LLC, an independent insurance agency licensed in OH, KY, IN, IL, TN, FL, and TX.