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Dateline Press Releases County
Aug 26, 2019,
Larkspur
Meritas Wealth Management
Meritas Wealth Management, LLC and Leavitt Wealth Management, LLC Announce the Merger of Their Business Operations Meritas Wealth Management, LLC and Leavitt Wealth Management, LLC Announce the Merger of Their Business Operations
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Press Release Description

Meritas Wealth Management, LLC and Leavitt Wealth Management, LLC

Announce the Merger of Their Business Operations

 

Larkspur, CA,                                                                                                                                                                  For Immediate Release

July 22, 2019

 

Meritas Wealth Management, LLC and Leavitt Wealth Management, LLC have announced the completed merger of their business operations.  The combined businesses will operate under the Meritas brand and will serve over 300 clients in the San Francisco Bay area with offices in Larkspur and Santa Rosa.

 

Leavitt Wealth Management, LLC was founded in 2009 by Mark Leavitt, a CPA, tax and wealth management professional who has worked in the financial accounting industry for 25 years, and Raylene Leavitt, who has extensive professional experience in client services, human resources and employee benefits.  Mark will serve as a principal of the firm, focusing on client financial planning and investment management needs.  Raylene will be serving in a dual capacity as a Client Services Associate and Human Resources Manager.  They will be based in the Santa Rosa office.

 

“We are excited to have Mark and Raylene on the Meritas team, as we will be able to offer more detailed tax planning and advising services to our clients and provide greater continuity for the firm,” says founder, Gregg Clarke.  “Combined, our advisors have over 90 years of professional experience serving clients.”

 

Meritas Wealth Management, LLC, founded in 2009, is an independent, fee-only financial planning and wealth management firm, providing busy professionals and business owners with the proper guidance, sound financial planning and prudent investment advice to inspire their clients to fully realize their financial goals and life aspirations.

 

More information about Meritas Wealth Management, LLC can be found at the company website:

Http://www.meritaswealth.com.            

 

 

 


Contact Information
Name: Kacy Gott     Email: Kacy@meritaswealth.com
Phone: 415-300-4560

 

 

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