Meridian Wealth + Retirement

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Meridian Wealth + Retirement Meridian Wealth + Retirement is committed to helping you identify and attain your financial goals. Member SIPC. (414) 615-4850.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. www.SIPC.org Meridian Wealth + Retirement is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. 10401 Innovation Drive, Suite 125, Wauwatosa, WI 53226. We have individuals licensed in the following jurisdictions: Insurance: WI, FL, ID, IL, IN, MI, NC, AZ, MN, NH, TX. Securities: WI, AK, AZ, CA, CO, FL, GA, KS, IA, ID, IL, IN, MD, MI, MN, MO, MT, NC, NE, NH, OH, OK, OR, SC, SD, TN, TX, VA, WA

Every dollar saved is a step toward greater freedom, security, and the future you’re building. We are here to help you e...
10/12/2026

Every dollar saved is a step toward greater freedom, security, and the future you’re building. We are here to help you every step of the way on your financial journey and want to remind you to stay the course. We thoroughly enjoy seeing our clients accomplish their savings goals and wish you a happy savings day!

A few weeks ago, some of the partners got the chance to go to the President's Cup golf tournament in Illinois. It was a ...
10/08/2026

A few weeks ago, some of the partners got the chance to go to the President's Cup golf tournament in Illinois. It was a once in a lifetime experience for these golf fanatics to enjoy something so special.

We wish one of our advisors, Charlie, a very happy birthday! We hope you have an amazing day celebrating you with friend...
09/23/2026

We wish one of our advisors, Charlie, a very happy birthday! We hope you have an amazing day celebrating you with friends and family.

Today, we honor the lives lost, the heroes who risked everything, and the resilience of our nation in the face of traged...
09/11/2026

Today, we honor the lives lost, the heroes who risked everything, and the resilience of our nation in the face of tragedy. On this day of reflection, we are reminded of the importance of community, courage, and looking out for one another.

Labor Day, first celebrated in the 1880s, honors the contributions and achievements of workers who helped build the foun...
09/07/2026

Labor Day, first celebrated in the 1880s, honors the contributions and achievements of workers who helped build the foundation of our nation. Today, we celebrate your hard work, dedication, and the role you play in shaping a brighter future.

Just as your efforts create opportunity, smart financial planning helps secure the future you’re working toward. Wishing everyone a safe, relaxing, and well-deserved Labor Day!

We are closed on Monday, September 7th in honor of Labor Day. Regular hours will resume on Tuesday, September 8th, 2026.
09/04/2026

We are closed on Monday, September 7th in honor of Labor Day. Regular hours will resume on Tuesday, September 8th, 2026.

We’re excited to spotlight Sunny, our Office Administrator and one of the newest members of our Fox Valley office!If you...
08/28/2026

We’re excited to spotlight Sunny, our Office Administrator and one of the newest members of our Fox Valley office!

If you’ve called or stopped by our Fox Valley location, you may have already had the chance to meet or speak with her. Sunny brings more than six years of experience in client service and operations within the financial services industry and is focused on creating a smooth, welcoming experience for our clients.

Originally from Texas, Sunny enjoys art, literature, and spending time with her husband and their chocolate Labrador, Charley.

We’re so glad to have Sunny as part of the Meridian team!

08/21/2026

Join us for Episode 4 of Meridian Minutes with Financial Advisor Charlie Betz as he breaks down what's been driving markets this summer — from fresh record highs and broad-based earnings strength, to encouraging inflation data and a divided Fed. Charlie covers which sectors are leading the year-to-date recovery, why corporate earnings are doing the heavy lifting behind these returns, and what the Fed's contentious July vote means for interest rates heading into the final third of the year. All insights are grounded in J.P. Morgan's Guide to the Markets data, translated into clear, practical context for your financial plan.

Please reach out to your Financial Advisor if you have questions about how these themes apply to your unique financial situation.

TIMESTAMPS:
0:00-0:38 - Introduction
0:39-1:30 - Team Updates
1:30-4:00 - Market Recap | Q1 vs Q2
4:00-5:28 - Engine Under the Hood | Earnings
5:28-6:50: Inflation Updates
6:50-8:32: Timely Topic | The Federal Reserve and Interest Rates
8:32-9:26: Conclusion/Outro

We're proud to share that Matt Kletti has been recognized as a 2026 Best-In-State Next-Gen Wealth Advisor for Wisconsin!...
08/19/2026

We're proud to share that Matt Kletti has been recognized as a 2026 Best-In-State Next-Gen Wealth Advisor for Wisconsin!

This recognition reflects the dedication Matt continues to bring to his clients and the Meridian Team.

Congratulations, Matt!

Last week, our team traded the office for the ballpark! ⚾️ We had a great time spending Team Appreciation Day together a...
08/14/2026

Last week, our team traded the office for the ballpark! ⚾️

We had a great time spending Team Appreciation Day together at the Brewers game. We’re so grateful for the team behind Meridian and for a fun day spent together outside of the office.

Address

919 W Kennedy Avenue, STE B
Kimberly, WI
54136

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

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