Lori Adam's Colleagues at MERiTAGE Wealth Insurance Advisors
Lori Adam's Contact Details
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Cypress, Texas, United States
MERiTAGE Wealth Insurance Advisors
Lori Adam's Company Details
Merit + Heritage = MeritageMeritage was founded on the cornerstone of two key strengths: experience and excellence. So while Meritage is a new entity, we bring a respected and extensive history (heritage) of excellent service (merit) to high net worth clients.Through years of work with our financial advisors' most important client relationships, we understand how the wealthy make decisions. We can assess client tolerance for complexity. And the importance of gaining consensus among tax and legal advisors. Expertly designed programs and plans that exceed client expectations is our standard. Hence the name Meritage. Merit: to claim respect; excellence; worth. Heritage: something that is handed down from the past, as a traditionAdditionally - we built this firm to see the individual in every situation. The lower case "i" is intentional. Because, the process of creating solutions for clients is never about us. Every client is unique so every program we recommend is custom designed to meet the needs of the individual clients. The best interest of your client is always paramount.