CONNECT WITH AN ADVISOR

A successful athlete does not show up to the championship game or the finals expecting to win without hard work and dedication. The road to a successful game plan starts with this minimal exercise below!

Let's start with your email address:

First name

Last name

What's a good number to reach you at?

What area are you from?

Have you worked with a financial advisor before? *

Yes

How familiar are you with our financial planning philosophy? *

Little Familiarity

I get the basics

I understand the philosophy

What kind of planner are you? *

Individual

Business Owner

Large Corporation

What is your planning experience? *

Novice

Intermediate

Experienced

Tell us a little about your estimated networth so we can best assign services to your unique needs. *

Less than $250k

Between $250k - $1mil

Between $1mil - $3mil

Between $3mil - $7mil

Between $7mil - $25mil

Greater than $25mil

Thanks for submitting!

Varsity Wealth is the marketing name for doing business as (DBA) an Investment Advisory Representative of Meridian Wealth Management, LLC. Advisory services are offered through Meridian Wealth Management, LLC, an SEC Registered Investment Advisor. Varsity Wealth is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Varsity Wealth and Meridian Wealth Management, LLC are unaffiliated firms.

For more information, please visit our website at www.meridianwealthllc.com.

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