Trust Your Story.
Protect, Build, & Align Your Wealth.
In a world filled with financial uncertainty, wealth erosion, and shifting values, many feel disconnected from their financial path. We believe your wealth should work for you—not against you.
At Meranti, we guide individuals, families, and business owners to Trust Your Story, reclaim financial clarity, and defend against the forces that erode wealth. Using our proprietary Trust Your Story Methodology and Defending Wealth Against Money Erosion Framework, we help you build a custom, purpose-driven financial plan that protects what matters most.
Your wealth is more than numbers—it’s the foundation of your legacy. We don’t offer one-size-fits-all solutions. Instead, we align your financial identity, wealth-building behaviors, and core values into a strategy designed for long-term success. When you’re ready to take control of your financial future, we’ll help you write the next chapter with confidence.
Providing you with a safe space to envision & plan
As fiduciaries and visionaries, we create a calming, secure environment backed by reliable technology—empowering stress-free discovery, strategic planning, and smooth implementation.
Convenient Virtual Solutions
Our services are designed to accommodate clients nationwide, offering a seamless virtual experience from anywhere. With telepresence technology, we're here to support you—no need to visit an office. Enjoy expert guidance from the comfort of your home or wherever you are.
Our fiduciary services
Financial Planning & Strategy
Legacy Planning & Governance
Retirement Plan Fiduciary Services
Investment Management
Meet our team
Joseph Stacy, AIF®
Jane Paulson
Michael Watts
Princess Egaran
“Joseph surpassed my expectations as a financial advisor, planner and strategist. I met with many advisors that told me HOW I should invest my wealth, but Joseph provided a sustainable HOW paired with my WHY, which is what matters to me most.”
— SAMANTHA H., MERANTI CLIENT
