Merit Wealth Management

Merit Wealth Management

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07/01/2026

Happy birthday to one of our newest team members, Maryn! We hope your day is filled with all of your favorite things!

Will inflation keep rising? 06/29/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Reach out to us at [email protected].

Will inflation keep rising? Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Is long-term care insurance right for you? 06/22/2026

Did you know this Sunday is National Insurance Awareness Day? Long-term care is something many people don’t think about until they need it, but planning ahead can make a big difference. Learn more about long-term care insurance and whether it’s right for you. Have questions or want to start the conversation? Reach out to us at [email protected].

Is long-term care insurance right for you? Find out how long-term care insurance works and if it’s the right solution for you.

How emerging markets are changing 06/15/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

To start the discussion, contact us at [email protected].

How emerging markets are changing An important market shift is underway in developing economies.

06/12/2026

We hope you have an amazing birthday, Kennedi! Thank you for all that you do!

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Telephone

Address

Tustin, CA

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 5pm