Fiduciary Investment Advice to Help You Achieve Your Goals.
In addition to our insurance services, we offer fiduciary investment advice through our independent Registered Investment Advisor (RIA) firm.
Investment Advisory Service Offered Through Meritum Wealth Management, a Registered Investment Advisor (RIA) firm.
Investment management involves personalized investment advice and portfolio management to individuals, families, business owners, and institutions to help them achieve their needs and goals. The process involves identifying suitable investment opportunities, monitoring investment performance, and making adjustments as necessary.
Types of accounts that can be opened and managed through our third-party custodian, Interactive Brokers, include:
Traditional and Roth IRAs
SIMPLE IRAs
SEP IRAs
401(k)
Traditional Brokerage
Joint Brokerage
Custodian accounts (UGMA and UTMA)
A Custodian You Can Trust
In order to avoid conflicts of interest and to ensure further regulatory security of our clients’ assets, we utilize a trusted third-party custodian to hold all of our clients’ assets.
A custodian is a specialized financial institution (typically, a regulated entity with granted authority like a bank) that holds customers’ securities for safekeeping in order to minimize the risk of their misappropriation, misuse, theft, and/or loss.
Meritum Wealth Management utilized Interactive Brokers as our third-party custodian due to their historical financial strength, international reputation, industry-leading technology, and continuous achievements and awards.
2.2 Million Clients Globally with $373 Billion in Client Assets
#1 Best Online Broker
#1 for Information
5 Out of 5 Stars
4.6 Out of Stars Overall
Best Brokerage for
International Trading
#1 Professional Investing
#1 Offering of Investments
5 Out of 5 Stars
Best Online Broker
Best Broker for Day Trading
Best Broker for Investing
Winner 2021 Stock Brokerage
Winner 2021 Futures Brokerage
Winner 2021 Forex Brokerage
Best Broker for Low-Cost Investing
Best Broker for Stock Trading Platform and Research
Learn More or Schedule A Free Meeting!
As fiduciary insurance and financial professionals, we focus on educating our clients on all of the different products, strategies, or investments they have to choose from and help them decide which may be in their best interest!
If you are interested in learning more about our wealth management and retirement planning services, reach out to us directly by clicking one of the two buttons within this section!
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