Wealth is more than numbers; it’s the narrative that shapes your legacy.
How we work
1
Discover.
Uncover the values that drive your goals, connect with us, and map your unique financial journey.
2
Align.
Develop and implement a customized financial blueprint that’s in sync with your vision and values.
3
Flow.
We monitor, adapt, and overcome obstacles, keeping your plan flexible and aligned with life’s evolving changes.
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?
Discover Your Financial Story & Uncover Your Unique Profile.
At Meranti, we believe that you’re more than just numbers or net worth. We partner with you to build a financial strategy that reflects your story, values, and aspirations. Our goal is to empower you to create a lasting impact on the causes that matter most to you.
Our unique Trust Your Story framework starts by helping you uncover your financial personality—shedding light on the motivations, biases, and beliefs that shape your financial decisions. Through our proprietary financial personality assessment, based on research in positive psychology and wealth management, you’ll gain a deep understanding of your money attitudes, investing style, and decision-making approach. This insight not only guides our process together but helps align your strategy with a long-term vision.
"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 is true to my values and my story."
— 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.