Wargo, Joseph

Meridian Wealth Advisors is a trusted and independent firm based in Austin, TX, dedicated to serving high net worth clients. They offer comprehensive wealth planning services, including investment management, tax planning, and estate planning, with a focus on delivering a customized and exceptional client experience. With a commitment to objectivity and fiduciary responsibility, Meridian Wealth Advisors provides prudent and disciplined advice, ensuring consistent communication and the protection of client privacy. As a fee-only firm, Meridian Wealth Advisors prioritizes the best interests of their clients, striving to mitigate any potential conflicts of interest. Their team of experienced professionals is driven by higher standards, offering independent and objective recommendations that align with the unique needs and goals of high net worth individuals. With a dedication to delivering exceptional service and a comprehensive wealth plan, Meridian Wealth Advisors is the trusted partner for managing wealth and achieving financial success.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.