Hi,
I'm Austin Root,
Chief Investment Officer at Meristead Wealth.
Managing your wealth shouldn't require choosing
between someone who understands your investments
and someone who understands you.
Yet far too often in our industry,
those two things are separated.
Investment managers make portfolio decisions with little
connection to the individuals and families they're investing for,
while financial advisors may build comprehensive plans with little
involvement in how their clients' wealth is actually being invested.
At Meristead, we bring the two together.
Our investment team actively manages portfolios in-house,
while our wealth management team works directly
with our clients to understand their goals,
their financial lives,
and what they're working towards.
That connection matters.
Because the decisions we make within your
portfolio shouldn't exist in isolation.
They should support the life you're building with your wealth.
And that means understanding the full picture.
We help our clients navigate retirement,
tax and estate planning,
charitable giving,
family legacy planning,
and the many decisions that come with building,
preserving,
and transferring wealth.
Lastly,
we follow the golden rule here at Meristead.
As a fiduciary,
we act in your best interest and treat
you the way we would want to be treated.
We invest your capital the way we
would want to invest our own capital.
And then we go a step further.
You see,
we believe so much in our strategies that,
as I like to say, we eat our own cooking.
Our investment team is invested right alongside our clients
with skin in the game for every investment decision we make.
Because ultimately,
wealth management is about more than managing your money.
It's about having the right strategy,
the right plan,
and the right people beside you through
changing markets in every season of life.
Welcome to Meristead Wealth.
