US Estate Planning Platform, Wealth Advisor Ink Partnership

Editorial Staff

20 November 2024

Wealth.com, a US estate planning platform, has entered a strategic partnership with Merit Financial Advisors, a Georgia-based financial advisory firm.

Merit specializes in financial planning and wealth management solutions for high net worth individuals and families and those navigating life transitions. Merit – established in 1998 – has almost $12 billion in AuM and more than 26,000 clients.

“Our partnership with Merit reflects a shared commitment to empowering advisors with the tools they need to deliver exceptional service,” Tim White, co-founder and chief partnership officer at wealth.com, said. “This collaboration will allow Merit’s advisors to unlock new opportunities, deepen client relationships and create long-term value with a modern, tech-forward approach to estate planning.”