Trust Your Story.
Restoring Purpose and Financial Clarity. One Story at a Time.
In a world divided by uncertainty, financial stress, and shifting values, it’s easy to feel like something’s missing. When G-d created this world, it was complete—yet today, many feel disconnected from their purpose and unsure of their path.
At Meranti, we embrace G-d’s call to help individuals and families “Trust Your Story” and take part in a greater mission of restoration. We believe every story contributes to putting the world back together—one life, one decision at a time. Our purpose is to help you discover the unique financial path that fits your journey.
We don’t believe in a one-size-fits-all approach to wealth. Instead, we’ll help you identify and align your financial identity, wealth-building behaviors, and personal values into a clear, meaningful strategy. When you’re ready to take that step, know that your story is the foundation, and you are its hero.
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
Bella Ocampo
“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
