Redefining How Your Wealth Should Be Managed.

Meritum Wealth Management was created to redefine the standards of wealth management and financial planning for our clients.

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Our Investment Philosophy

At Meritum Wealth Management, our primary mission is to align your goals with the opportunities the markets make available. Just as the weather is indifferent to your plans for a picnic, the markets are indifferent to your investments and retirement goals.

So while we utilize history as a guide, we will never risk your previous and hard-earned assets based on “averages” given one simple truth; the markets spend most of the time trading well above or below the historical averages. Instead, we employ an agnostic ranking system that allows us to weigh your portfolio to those investments that are in most demand and have the most support from buyers. As a result, we will never tell you to “ride it out” because our system continuously steers our portfolios away from weaknesses.

In other terms, go ahead and plan that picnic - we’ll prepare you for inclement weather before you get drenched!

Jason Lipps

Co-Founder & Managing Partner
Chief Investment Officer

Vasili Zois, CFF, CTS™, CAS®

Co-Founder & Managing Partner
Chief Compliance Officer

Interested In Joining Our Firm?

Are you a financial professional who is looking to grow your business? Meritum Wealth Management is proud to offer its wealth management platform, investment strategies, and back-office support to help independent advisors grow their businesses.

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A Custodian You Can Trust.

In order to avoid conflicts of interest and to ensure further regulatory security of our clients’ assets, we utilize a trusted third-party custodian to hold all of our clients’ assets.

A custodian is a specialized financial institution (typically, a regulated entity with granted authority like a bank) that holds customers' securities for safekeeping in order to minimize the risk of their misappropriation, misuse, theft, and/or loss.

Meritum Wealth Management utilizes Interactive Brokers as our third-party custodian due to their historical financial strength, international reputation, industry-leading technology, and continuous achievements and awards.