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OUR EXPERTS

From coast to coast, we've been coaching clients through their financial game plans for a collective 50 years. Our clientele puts their trust in our varsity-level team, made up of skilled wealth management advisors, strategists, and support all-stars. Join the winning team – where our track record is as strong as our dedication to your financial victory.

OUR SERVICES

Game-Winning Wealth Strategies Customized to Match Your Goals

Financial Planning

WORK WITH US

Varsity Playbook

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  • Playbook-driven financial guidance designed for your unique game plan

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  • Empowering you to make winning financial moves with confidence

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  • Coaching you through every play of your financial journey

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  • Custom strategies to help you score big in your financial future

Varsity Gameplan

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  • A 360-Degree Game Plan for Winning Wealth Management

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  • An All-Star Lineup of Services—from Financial Planning to Estate Planning

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  • Simplifying Your Financial Playbook for Championship-Level Success

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  • Keeping Every Play in Your Financial Playbook Aligned with Your Goals

Varsity Franchise

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  • ​​​A Championship Game Plan Designed for Your Business and Personal Success

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  • Comprehensive Playbook Covering Employee Benefits, Executive Compensation, and Tax Planning

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  • Streamlined Strategies to Keep Your Business and Personal Finances in Perfect Alignment

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  • Tailored Coaching to Maximize Growth, Minimize Taxes, and Protect Wealth

LET'S TALK

CREATE YOUR FINANCIAL PLAN WITH US NOW!

Your questions deserve expert answers.

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Varsity Talks Podcast

Varsity Talks brings you the latest in education, sports, finances, real estate, business, and more. Each episode features high-profile guests revealing how sports shaped their financial journeys, beliefs, and habits.

Advisory services offered through Meridian Wealth Management, LLC, a SEC-Registered Investment Advisor. The Varsity Wealth Group at Meridian Wealth Management, LLC is a team of Investment Advisor Representatives that are properly licensed or exempt from registration in applicable jurisdictions. Insurance Services are offered through Varsity Wealth LLC. For additional information please visit: meridianwealthllc.com.

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