We believe wealth is more than just financial capital.
How we work
1
Discover.
Uncover the unique drivers of your values & vision, coffee-connect with us to create a financial picture & outline objectives.
2
Align.
Create and implement a financial blueprint & strategy that is tailor-made, reflects your values and helps achieve your goals.
3
Flow.
We monitor your plan, adapt and tackle obstacles and changes as they come – together and with purpose.
Our fiduciary QMS
We create blueprints and strategies that align our clients goals, dreams, passions and values with their financial assets. Once strategies are aligned, we wrap them around a fiduciary quality management system to quantify, monitor and adapt client outcomes.
Our Practices and Criteria are organized under a four-step Broadridge Fi360 Fiduciary Quality Management System. The steps are consistent with the global ISO 9000 Quality Management System standard, which emphasizes continual improvement to a decision making process.
Isn’t simplicity beautiful?
What is your financial personality?
You are MORE than a number or an asset amount. We want to know you as a person as we partner in discovering, crafting and executing a financial blueprint. We want to help you change the way you plan, invest and grow your wealth by impacting causes that are important to you.
Discover your financial personality to gain valuable insight into what motivates your financial decisions.
Take our newly pioneered financial personality assessment. Our financial personality assessment is a proprietary tool that connects scientific research on positive psychology with the principles of modern wealth management. The framework is based on scientific discovery, to draw the strongest positive connection between our clients and their strategic plans.
"It’s a scary thing trying to get help, but Meranti took a lot of that anxiety and fear out of the equation. I was able to get a personalized blueprint that harmonized with my objectives."
— PATRICK H., MERANTI CAPITAL PARTNERS CLIENT
FAQs
What is a fiduciary?
A fiduciary standard establishes a baseline obligation of loyalty and care to clients.
The fiduciary duty of loyalty requires an advisor to avoid conflicts of interest or manage these conflicts in the best interest of the client.
The fiduciary duty of care requires an advisor to “act with the care, skill, prudence, and diligence under the circumstances then prevailing, that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of like character and aims.” This language is commonly known as the prudent person rule.
We think of this as the “prudent expert” rule because the phrase “acting in a like capacity and familiar with such matters” elevates an advisors’ obligation to that expected of an expert in the field. We take being experts seriously.
Client-Advisor relationships based on joint learning, mutual trust, and respect; can be an extraordinary successful ones for both parties. It can offer to each a fulfilling role in long-term planning, strategy & wealth preservation.
What is an exceptional advisor?
At the first level, an exceptional advisor represents clients financially as a responsible, prudent trustee who fulfills all legal requirements.
At the second level, an exceptional advisor provides the education that clients seek.
At the highest level, an advisor serves as a coach and mentor—becoming a trustee who proactively offers prudent advice and qualitative value in a person's pursuit of happiness and purpose.
What is the difference between planning & strategy?
Planning is much more concrete and is often oriented toward smaller steps and a shorter time frame along the way. Plans involve best practices, specific plans, resources, etc. They’re also called “initiatives or policies.”
Strategy defines your long-term goals and how you’re planning to achieve them. In other words, your strategy gives you the path you need toward achieving your mission and/or goals.