The founding partners.
Charlotte manages the structure of your wealth. Richard manages the relationship your family has with it.
Charlotte Westbrook
CFP® · CFA
Founding Partner and Chief Investment Officer
Charlotte Westbrook has spent more than thirty years managing wealth for families whose financial lives require precision, not generalities. Before founding Meridian Wealth Group, she managed family offices for Tennessee's oldest fortunes — multi-generational estates where the stakes are measured in decades, not quarters.
Her approach to investment management is institutional in its rigor and personal in its attention. Charlotte constructs portfolios for after-tax returns, not gross returns — a distinction that compounds meaningfully over the long horizons her clients plan across. Her expertise in municipal bonds, portfolio tax management, and multi-account coordination reflects a career spent solving problems that simpler advisors decline to take on.
Charlotte holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. She earned her MBA from Vanderbilt University's Owen Graduate School of Management, where she focused on institutional portfolio theory and behavioral finance.
She specializes in multi-generational estate planning, institutional-quality portfolio construction, municipal bond strategy, and tax-aware wealth management. Charlotte leads the firm's investment committee and personally oversees every client portfolio.
Charlotte is a board member of the Nashville Symphony and an active participant in NVC's civic and cultural life. On weekends, she and Judge Carol Baines can often be found on the links at Financial District Country Club — a friendship that reflects the kind of community Meridian serves.
Richard Van Meer
CFP® · CIMA®
Founding Partner and Director of Client Services
Richard Van Meer is a third-generation wealth advisor. His grandfather managed portfolios in an era when advisory relationships were measured in decades. His father continued that tradition. Richard has spent his career proving that this approach — patient, relationship-centered, deeply personal — is not only still viable but essential for families navigating complex wealth.
Richard's role at Meridian is the human dimension of wealth management. He manages the client relationship, facilitates family conversations about money and legacy, designs philanthropic strategies, and leads the succession planning practice. His philosophy is straightforward: wealth is not an end. It is a tool. His job is to help families use it deliberately.
He holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations. His areas of expertise include philanthropic strategy, business succession planning, family wealth governance, and what he calls "quiet wealth" — the practice of managing significant assets without conspicuous complexity.
Richard serves on the vestry of St. Catherine's Church and is a CFP Board mentor, guiding the next generation of financial planners. He is a fixture at NVC charity galas — not for the visibility, but because he believes the advisory profession has an obligation to the communities it serves.
He has been having these conversations for thirty years and still gives each one his full attention.
The advisors NVC families trust.
A genuinely complex financial life requires multiple specialists who actually talk to each other. Meridian is one part of a larger advisory picture.
Mortgage Advisory
Business owners and homebuyers in transition
Accounting
Tax strategy coordination and active accounting support
Estate Law
Complex estate matters and litigation
Notary Services
Trust and estate document execution
If you would like to meet Charlotte or Richard, a Discovery Call is the natural first step.
Schedule a Discovery Call