Throughout life, we all face important financial decisions—from planning for retirement to navigating major life changes. Yet managing these decisions can often feel overwhelming, time-consuming, and emotionally taxing.
You’re not alone.
A recent study found that 85% of Americans want financial advice, but 59% don’t know where to find it.1,2
With the rise of AI platforms like ChatGPT and robo-advisors, some investors are turning to digital tools for answers. While these options are cost-effective, they often lack the personalized insight needed to address complex life scenarios, like starting a family, acquiring sudden wealth, or preparing for retirement.
That’s where we come in.
At 6 Meridian, we were founded with an entrepreneurial mindset to do more—for our clients, our people, and our community. Our purpose goes beyond managing wealth; we serve as a steady hand through life’s milestones and transitions.
We help families navigate financial complexities by bringing together thoughtful guidance, coordinated planning, and a team-based approach that considers the full picture. By building a financial framework that grows alongside your ambitions, we strive to simplify your financial life so you can focus on what matters most and create a legacy that endures for generations.
What Our Advisors Can Do for You
01 | Craft a Personalized Financial Plan
Nearly 6 in 10 high-net-worth investors³ work with a financial professional to align their financial decisions with long-term goals.
At 6 Meridian, we take a planning-focused approach that extends beyond investment management. We help clients navigate important financial decisions by coordinating wealth management, retirement planning, tax-aware strategies, estate planning considerations, risk management, and legacy planning within a more connected financial framework.
We take the time to understand your current situation, concerns, and aspirations. We then build a customized financial plan that evolves with you, supporting your journey every step of the way. We also work alongside accountants, attorneys, and other trusted professionals to help ensure strategies remain aligned with your goals, values, and long-term vision.
02 | Advise on Significant Life Events
Major life events—marriage, parenthood, career changes, retirement, or unexpected illness—can dramatically impact your finances. Yet only 23% of people planning for retirement have a written plan.³ Our team of advisors offer clarity and confidence during these transitions, helping you make informed decisions that support long-term success.
03 | Diversify, Rebalance, and Manage Your Portfolio
According to a Morningstar study, the most important skill a financial advisor brings is experience and knowledge in financial planning and investments.3
Financial decisions rarely exist in isolation. That’s why we help clients understand how investment decisions connect to other areas of their financial lives. Through ongoing conversations and regular reviews, we provide guidance designed to help clients navigate life’s milestones and transitions with greater clarity and confidence. Our goal is to be a trusted resource—helping simplify complexity, identify considerations and opportunities, and keep financial strategies aligned as circumstances evolves.
04 | Preserving Wealth for Generations
Statistics show that 70% of wealthy families lose their wealth by the next generation while 90% lose it by the following generation.4 This is a sobering fact for many families who have worked hard to generate wealth they wish would sustain for generations to come. Our team of advisors and investment management professionals will work closely with your family and your other trusted advisors (estate planning attorney, tax professional) to help ensure that your family succeeds. The goal isn’t just to grow wealth; it’s to build a framework that grows alongside a family’s ambitions and creates a legacy that endures for generations.
05 | Keep You On Course
While implementation is one of the final phases in the financial planning process, our job doesn’t stop there. Our team handles the full picture with all advisors, so you aren’t juggling a dozen relationships or trying to be your own financial quarterback. With the market consistently evolving, investments that previously performed well may need to be adjusted to limit significant loss. We consistently monitor, review, and adjust your financial plan to help you stay on track and capitalize on potential growth opportunities. Whether you’re planning for retirement, preparing for a major life transition, or simply seeking greater clarity around your financial future, we’re here to help.
Most wealth firms will tell you they manage money well. We do, too, but if that’s all we did, we wouldn’t be different from anyone else.
What we do is build a circle of support around a family’s financial life. We coordinate the investments, the tax planning, the estate strategy, the cash flow, and the big decisions that come with every transition.
Two things make us different. We were founded with an entrepreneurial mindset, which means we move quickly, we think creatively, and we treat our clients’ situations with the same ownership they bring to their own work. And we operate as a team, so our clients get more perspective, more continuity, and a financial life that genuinely feels simpler the longer we work together.
Schedule a conversation with the 6 Meridian team to learn how thoughtful planning, coordinated guidance, and a relationship-driven approach can help you navigate what’s next.
1. https://money.usnews.com/money/personal-finance/family-finance/articles/85-of-consumers-are-looking-for-financial-advice-heres-how-to-start-taking-control-of-your-finances
2. Tzanetos, G. (2022, March 4). 59% of Americans want financial advice, but most don’t know where to get it. Yahoo Finance. https://finance.yahoo.com/news/59-americans-want-financial-advice-171607796.html?guccounter=1
3. Ross, J. (2024, March 3). RANKeD: What people value most in a financial advisor. Visual Capitalist. https://www.visualcapitalist.com/sp/what-people-value-in-a-financial-advisor/
4. How real is the third-generation curse, and how can financial advisors tackle it? (2025, February 6). CFA Institute. https://www.cfainstitute.org/insights/articles/third-generation-wealth-curse-advisor-solutions
