Latest Insights

Estate Planning

A Living Trust Primer

A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.

05.03.24
News

Marketing In Action!

The Barton School of Business at Wichita State University recently hosted an event – Marketing In Action! – for their students. Among the participants was our…

04.30.24
News

2024 Shred Event & Donation Drive

Our annual shred event has evolved into a cherished tradition—a place where we securely discard documents while sharing smiles, conversation, and breakfast with our clients.

04.24.24
News

Celebrating Lynne and Mark Davidson: Champions of Community Service

Lynne Davidson, our dedicated Client Relationship Associate at 6 Meridian, and her husband, Mark, have been champions of community service…

04.15.24
News

Growing Our Team to Elevate Client Service Experience

We are delighted to introduce Zenia Acosta, the newest member of our 6 Meridian team, joining us as a Client…

04.05.24
April 2024 Viewpoint

Viewpoint- April 2024

Is “deglobalization” walking the walk or just talking the talk?

04.05.24
Estate Planning

Important Birthdays Over 50

Crucial birthdays for understanding implications on retirement income.

04.01.24
Finance Planning & Investments

Investment Challenges of the Affluent Investor

High net worth investors face unique challenges related to their financial status, requiring a mindful approach while adhering to fundamental investing principles.

04.01.24
Resources

Raising Well-Grounded Children While Transferring Wealth Through Generations

Watch this video to gain insights on how generational wealth is the result of careful financial planning that includes the…

03.13.24
March 2024 Viewpoint

Viewpoint- March 2024

Factors behind Japan’s recent uptick in investor interest.

03.06.24
Finance Planning & Investments

A Priority on Wealth Preservation

Simple strategies to protect the wealth you’ve worked to build.

03.01.24
News

Amanda Maier Empowers Future Leaders Through Mentorship

Amanda Maier dedicated time to serving at the Wichita Business Journal’s 11th annual Mentoring Monday event.

02.28.24