ClearBridge Wealth Management
Sandy Springs, Georgia
ClearBridge Wealth Management Joins Forces with Merit Financial Advisors Effective December 1, 2023
We are excited to announce the next phase of our company, the merger of ClearBridge Wealth Management and Merit Financial Advisors. We anticipate the transition to the Merit platform will be seamless. You will still have access to the same local team and resources you have now, but with expanded support and services.
Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come. Learn more about our team here or call us at (770) 350-9605.
ClearBridge Wealth Management, Merit Financial Advisors and LPL Financial are separate entities. Compensation has been paid in the merger.
About ClearBridge Wealth Management
ClearBridge is a leading provider of investment and wealth management services. The firm has distinguished itself through the caliber of its people and its commitment to high ethical standards and extraordinary service. Located in Atlanta, Georgia, ClearBridge provides comprehensive financial planning and fee-based investment management.
ClearBridge’s services and expertise are best suited for successful individuals, families and owners of closely held businesses that are serious about planning for and the creation of wealth. The firm’s clients have substantial financial resources and enjoy the freedom that comes from outsourcing the financial advisory function of their lives. They understand and appreciate that the pursuit of financial independence requires a comprehensive, systematic and highly integrated approach to planning.
About Merit
Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.
We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.
We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.
Resources
We’re here to guide you in enhancing and protecting your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
