JW Advisory Group

Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and qualified retirement plans. Meritage offers five distinct, proprietary equity strategies managed by a seven person investment team comprised of Chartered Financial Analysts. Clients tell us they value working directly with portfolio managers making the investment strategy decisions, our transparent fee structure, and the accessibility of our client service team. The firm manages $1.7 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas, and has been operational for more than 25 years.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

EIP Corp is a trusted third-party administrative firm specializing in qualified retirement plan services. With over 45 years of experience, they provide design, installation, and administration of retirement plans for businesses of all sizes and sectors throughout the region. Founded in 1973, EIP Corp focuses on plan design and administration, allowing investment professionals to manage the assets. They support investment advisors and money managers, offering a full-service resource for businesses seeking expert guidance in navigating the complexities of qualified retirement plans.Generated from the website