Tax-First Wealth Advisory.
Your Wealth. Your Story.
Your wealth has a story—let’s make sure it reflects your values and protects your future.
In today’s world of noise, shifting tax codes, and generic financial advice, it’s easy to feel uncertain about your money. That’s why we lead with tax strategy first—so every decision strengthens your after-tax wealth.
At Meranti, we help:
Pre-retiree educators and government professionals navigating pensions, rollovers, and tax-smart income
High-earning Gen X professionals seeking real strategy, not sales pitches
Business owners over 40 planning exits, protecting wealth, and shaping legacy
You’ve done the hard work. Now it’s time to keep more of it.
How We Help.
We guide you through our Trust Your Story Methodology™, a process that aligns your financial plan with your values—while leading with tax efficiency.
Using our Defending Wealth Against Erosion™ Framework and the Elements® Financial Wellness System, we help you see the full picture, simplify complexity, and make confident decisions.
Virtual by Design.
No offices. No wasted time. We deliver expert, tax-smart guidance virtually—secure, flexible, and designed to meet you where you are.
Your Wealth. Protected With Purpose.
Tax Strategy & Planning
Legacy Planning & Governance
Retirement Plan Fiduciary Services
Investment Management
Meet our team
Joseph Stacy, AIF®
Princess Egaran
Michael Watts
Elizabeth Kirk
“Other advisors gave me numbers. Joseph gave me clarity—on what I had, why it mattered, and how to make it work for the life I actually want.”
— SAMANTHA H., MERANTI CLIENT
