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Investing with Intention: Aligning Your Wealth with Your Personal Values

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Beyond Tax Day: Mid-Year Tax Planning Opportunities

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Cease-Fire – Pause Or More?

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The Hidden Wealth Within: How Banks Can Unlock Virtual Growth Through Existing Relationships

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They Didn’t Need a Partner. That’s Exactly Why They Chose One. 

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March 2026 Market Update

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Increasing Geo-Political Tensions

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Estate Planning Conversations High-Net-Worth Families Need to Be Having

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Spring Cleaning Your Portfolio: Resetting Risk for the Year Ahead

Questionnaires

Financial DNA

Merit has partnered with Financial DNA® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future