What we do for the families we serve.
Meridian offers five interconnected advisory services. Each is designed for clients whose financial lives have grown complex enough to require coordination, not just management.
Retirement Planning
A comprehensive strategy for the transition from accumulation to distribution — designed to preserve wealth, minimize tax drag, and fund the life you have earned.
Learn more →Estate and Trust
Structuring your wealth to survive you — protecting assets, minimizing transfer costs, and ensuring your intentions are honored across generations.
Learn more →Tax Strategy
Proactive, year-round tax planning integrated with your investment and estate strategy — not an afterthought, but a foundational element of every recommendation.
Learn more →Investment Management
Institutional-quality portfolio construction for individuals and families — tax-aware, behavior-managed, and aligned with your long-term objectives.
Learn more →Business Succession
Planning for the most significant transition a business owner will face — structuring the exit, managing the tax event, and designing what comes next.
Learn more →A conversation is where it begins.
If your financial situation has the depth described above, a Discovery Call with Charlotte or Richard is the right first step.
Schedule a Discovery CallFiduciary Commitment
Charlotte Westbrook (CFP®, CFA) and Richard Van Meer (CFP®, CIMA®) serve as fiduciaries. They are legally and ethically bound to act in your interest. Meridian Wealth Group is a fee-only registered investment adviser — no commissions, no proprietary products, no conflicts of interest.
Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. Investments involve risk and are not guaranteed. This content is for informational purposes only and does not constitute an offer or solicitation.