Tax-First. Fiduciary Always.
Why we are different
Tax-First by Design.
Most advisors start with investments. We start with taxes—mapping lifetime exposure, identifying tax drag, and building strategies to keep more in your hands.
Depth Where It Matters.
Our experience spans pensions, equity comp, business exits, and legacy design. Every plan integrates tax optimization, investment discipline, and behavioral insight—so you gain clarity, not confusion.
Selective By Design.
We don’t serve everyone. We work with a select group of clients who value depth, trust, and long-term partnership. That focus lets us deliver high-touch guidance, not cookie-cutter advice.
Forward Thinking. Legacy Minded.
Tax codes evolve. Markets shift. Life changes. We adapt your plan proactively—so your wealth is protected today and your legacy endures tomorrow.
Who We Serve
High-Earning Gen X Professionals (45–60)
Under-advised, navigating equity comp, Roth strategies, and multi-year tax planning
Pre-Retiree Educators & Government Employees
Pension, rollover, and survivor benefits, aligned with tax-smart retirement incomeBusiness Owners Over 40
Entity structure, exit readiness, and aligning business wealth with family legacy
If you’re values-driven, legacy-minded, and seeking a tax-first fiduciary, Meranti is built for you.
Redefining Wealth Management for Real Lives
We believe wealth is more than accumulation. It’s stewardship. It’s clarity. It’s aligning values with strategy.
At Meranti, we combine timeless principles with modern, tax-smart solutions—helping you make decisions that hold up across generations.
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Embrace Confidence in Your Strategy
Craft a plan rooted in your values, not someone else's model.
Align Wealth with Beliefs
Design a strategy that supports your life, your loved ones, and your goals.
Protect What Matters Most
Let’s build a plan that holds up—not just today, but for generations.