Meritis Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meritis Wealth Management serves individuals (including high-net-worth clients), trusts, estates, and businesses with customized wealth management that combines investment management, financial planning, and insurance consulting. The firm also provides consultative guidance on held-away accounts where clients retain custody and execution with other custodians.
Investment programs are tailored to each client’s stated objectives and risk tolerance and are generally implemented on a discretionary basis with ongoing monitoring and periodic rebalancing; the firm typically takes a long-term orientation but may execute shorter-term trades for tactical or cash-management needs. Research and portfolio construction draw on third‑party research, company filings, and both fundamental and technical analysis, and the firm may allocate to or oversee sub‑advisors as part of a client’s strategy.
Meritis launched in 2025 after the team transitioned from a prior wirehouse affiliation and now manages over $200 million with a three‑advisor staff, a scale‑to‑staffing profile that differs from many peers. The firm maintains an institutional relationship with Raymond James as its recommended qualified custodian and discloses that certain advisors are licensed insurance professionals who may receive commissions on insurance implementations—relationships and economic benefits the brochure notes and that the firm addresses through disclosures and oversight.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.85% Over $10,000,000+: Negotiable
$500 per hour for stand-alone financial planning
Account minimum: $750,000
Main office
12435 Park Potomac Ave, Suite 440
Potomac MD 20854
Advisors at this office
3
Most active in
District of Columbia · Florida · Louisiana · Maryland · Texas · Virginia
Also doing business as
Meritis Wealth · Meritis Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Laura M
Series 66
Potomac, MD
Meritis Wealth Management, Inc.
Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.
James B
CFP®, Series 66
Potomac, MD
Meritis Wealth Management, Inc.
James Brown Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Meritis Wealth Management, Inc. He previously worked for Wells Fargo under the Meritis Wealth Management brand for 10 years. James is also a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm focuses on tailored investment strategies typically implemented on a discretionary basis, combining fundamental and technical analysis and managing over $200 million in assets with a three-advisor team.
Heather M
Series 63, Series 66
Potomac, MD
Meritis Wealth Management, Inc.
Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm uses a tailored, generally discretionary investment approach with ongoing monitoring, drawing on a combination of third-party research, fundamental and technical analysis, and may include sub-advisors as part of client strategies.
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