Meritage Wealth Management

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5857 Owens Ave Ste 300
Carlsbad, CA 92008
+1 (760) 602-5091
https://www.meritagewm.com

Meritage Wealth Management is an independent financial firm based in Carlsbad, CA, dedicated to providing personalized retirement strategies for diligent investors. Led by Laryssa Freeman, a trusted guide for retirees, the firm offers objective advice and transparent solutions that prioritize clients' unique goals and circumstances.

With a focus on individual attention and a fee-only approach, Meritage Wealth Management strives to develop financial solutions that withstand market fluctuations and unexpected life events, ensuring clients' assets support their desired lifestyle throughout retirement while minimizing their lifetime tax bill.

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