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A Comprehensive Approach to Financial Planning for Healthcare Professionals
Merit Wealth, LLC is a boutique Virtual Family Office serving healthcare entrepreneurs, dentists, physicians, and attorneys who own their professional practice. We are a team of experienced professionals who are passionate about helping you achieve financial security and success.
Our Expertise
We specialize in working with healthcare professionals who are focused on building and preserving wealth, managing practice finances, and planning for the future. Our services include:
Personal Financial Planning
- Comprehensive financial planning tailored to your unique needs and goals
- Cash flow analysis and budgeting
- Investment portfolio review and optimization
- Retirement planning and strategy
- Estate planning and legacy considerations
Business Financial Strategies
- Practice valuation and succession planning
- Revenue cycle management
- Cost reduction strategies
- Insurance review and optimization
Retirement Planning
- Personalized 401(k) planning and contribution strategies
- Maximize employer retirement plans
- Explore advanced retirement options like a SEP IRA or Solo 401(k)
- Optimize your Roth IRA conversions
Core Values
Our commitment to our clients is built on four core values:
- Fiduciary: We act in your best interest, prioritizing your goals and objectives.
- Transparency: We provide clear and concise information about your financial situation and the strategies we recommend.
- Proactivity: We anticipate potential life transitions and proactively develop plans to address them.
- Collaboration: We work closely with you, sharing expertise and guiding you every step of the way.
Our Team
Merit Wealth is led by Jeff Griswold, a seasoned financial advisor with extensive experience in the healthcare industry. Our team comprises experienced professionals with backgrounds in finance, accounting, and tax planning. We are dedicated to providing personalized, customized solutions to meet your unique financial needs.
Partnering with Merit Wealth, you get
- Access to a team of experienced professionals who understand the specific challenges and opportunities faced by healthcare professionals.
- Comprehensive financial plans tailored to your unique goals and aspirations.
- Proactive guidance and support throughout your financial journey.
- Transparency and accountability in all our dealings.
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