Trust Your Story. Shape Your Legacy.
Your wealth has a story—let’s align it with your values and future.
In a time of market noise, shifting rules, and financial advice that sounds like everyone else’s, it’s easy to feel disconnected from your money—and your future.
At Meranti, we work with people who don’t fit the mold:
Pre-retiree educators and government professionals looking to navigate pensions, rollovers, and legacy with clarity
High-earning Gen X professionals who want real strategy—not sales pitches
Business owners over 40 planning for what’s next, not just what’s now
You’ve done the hard work. Now it’s time to protect it, grow it, and align it with what you believe in.
How We Help.
We guide you through our Trust Your Story Methodology™, integrating financial strategy with what matters most to you—using tools like our Defending Wealth Against Erosion™ Framework and the Elements® Financial Wellness System to create a clear, personalized plan.
Virtual by Design.
Skip the office. We deliver expert guidance through a secure, flexible virtual experience that meets you where you are—wherever you are.
Your Wealth. Protected With Purpose.
Financial Planning & Strategy
Legacy Planning & Governance
Retirement Plan Fiduciary Services
Investment Management
Meet our team
Joseph Stacy, AIF®
Princess Egaran
Michael Watts
Elizabeth Kirk
“Other advisors gave me numbers. Joseph gave me clarity—on what I had, why it mattered, and how to make it work for the life I actually want.”
— SAMANTHA H., MERANTI CLIENT
