What AI says about Meritage Wealth Management

Meritage Wealth Management is a fee-only financial advisory firm in Carlsbad, CA, founded by Laryssa Freeman, CFP®, specializing in retirement, widowhood, and divorce planning. The firm provides personalized, one-on-one guidance to clients with at least $3,000,000 in investable assets, focusing on coordinating retirement income, investments, taxes, and long-term financial decisions.