Harvest Club

Our Dedication To Your Success

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We serve our clients through our Harvest Club, which is a fee-based advisory services relationship. After a financial plan has been delivered and the recommendations are implemented, we work with clients to define the right level of service for monitoring and updating each plan. We chose the name “Harvest Club” because of the analogy between the spirit of our work and that of a dedicated vintner (read The Story Behind Meritage). The successful vintner is dedicated to a thoughtful process for bringing each vintage to a fruitful harvest. Our Harvest Club members desire the same methodical care in their financial lives.

Each Harvest Club membership reflects a customized relationship. We work together with you to define an approach that will help you coordinate, integrate, and manage every aspect of your financial life. You will stay efficient, organized, and proactive in recognizing financial opportunities and appropriately mitigating risks.

While a bound financial plan (“a static plan”) can be effective as a long-term roadmap, it is unsatisfactory for daily decision making. All of our Harvest Club members’ financial plans are updated nightly and are always current (“a dynamic plan”) because of our unique Wealth Management System. All of our members have their own personal financial website; a private, secure site that provides them with immediate access to all of their financial related matters.

The benefits include:

• Current Information: Meritage uses an advanced technological system geared around account aggregation. Holdings are updated each evening to help ensure that your comprehensive financial and estate plan is accurate and current.
• Continuous Monitoring: Our leading technology also helps assure that vitally important details or changes to your financial plan are not lost or neglected until a periodic review of your plan. We design custom triggers to monitor your plan around the clock for you.
• Secure Storage: Each website contains a digitally encrypted online repository that houses scanned versions of all of your personal documents.
• Collaboration: Our technology will allow you to grant your other advisors (Attorney, CPA, etc…) access to specific elements of your financial plan. This will allow any member of your financial team to collaborate online using current information.