Meridian Wealth Management Approved as SEC Registered Investment Advisor
(firmenpresse) - DENVER, CO -- (Marketwire) -- 01/09/13 -- Financial advisory practice Meridian Wealth Management today announced formal approval by the SEC as a Registered Investment Advisor. Already known for excellence as LPL Financial advisors, this important designation enables the firm to develop more flexible investment strategies for clients to include more customized solutions for their financial planning needs.
"This designation streamlines the way in which we are able to adapt to changing client circumstances, tax laws and market conditions," said founding partner, Richard Mower. "We can operate in the fullest, most autonomous way, allowing us to establish business practices that are always in the best interest of our clients."
Approval with the SEC is a stringent process, requiring review and then acceptance of the firm's policies and procedures, code of ethics, privacy policy, business continuity plan, experience, financials and disclosures.
As a truly independent wealth management firm, Meridian provides unbiased investment advice and highly personalized service. We serve a limited number of valued clients by design, empowering us to develop intimate relationships and build multi-generational trust. Governed by a profound understanding of our clients' core values and investment objectives, we help to build, manage and preserve wealth.
Meridian was founded by experienced, accomplished financial professionals who want more for our clients than what, in our experience, typically may be found at large investment firms and multi-national banks. Based on the simple premise that client satisfaction is our only measure of success, we have created an advisory experience that focuses solely on the individual's unique financial situation. We call this "planning for life's what ifs."
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Meridian Wealth Management, a Registered Investment Advisor and a separate entity from LPL Financial.
For more information, contact us at 720-274-1656. On the Web, visit .
Media Contact:
Spring Hericks
210-289-7715
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Datum: 09.01.2013 - 15:50 Uhr
Sprache: Deutsch
News-ID 218075
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DENVER, CO
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Personal Finance
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