Merit Wealth Management

Merit Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

The Merit Wealth Management Team:
Sandeep Madhavan, Private Wealth Advisor
Johny Makhijani, Financial Advisor
Byron Gega, Financial Advisor
Johny Wende, Financial Advisor
Madison Kautzman, Financial Advisor
Christine Shepherd, Financial Advisor
Doug Peterson, Financial Advisor
John Watson, Client Service Specialist
C. Renee Soria, Client Service Specialist
Lacey Rivello, Client Service Coordinator


Samantha Briers, Client Relationship Manager
Kennedi Evenson, Marketing Manager

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better under...
06/15/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

To start the discussion, contact us at [email protected].

An important market shift is underway in developing economies.

We hope you have an amazing birthday, Kennedi! Thank you for all that you do!
06/12/2026

We hope you have an amazing birthday, Kennedi! Thank you for all that you do!

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
06/08/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

If you have additional questions, reach out to us at [email protected].

3 factors driving U.S. stocks higher.

Happy National Donut Day! What's your favorite donut? Comment below!
06/05/2026

Happy National Donut Day!

What's your favorite donut? Comment below!

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
06/01/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Congratulations to Sofia, our Operations Coordinator, on her graduation! Enjoy celebrating such a well‑deserved accompli...
05/22/2026

Congratulations to Sofia, our Operations Coordinator, on her graduation! Enjoy celebrating such a well‑deserved accomplishment!

Wishing you the best birthday, Samantha! Have fun celebrating!
05/19/2026

Wishing you the best birthday, Samantha! Have fun celebrating!

Explore how biological instinct drives market cycles and what this might mean for future market performance.For question...
05/18/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

For questions, reach out to us at [email protected].

Why your natural instincts could impact your investment returns.

Happy Birthday, Christine! Wishing you a day full of all your favorite things!
05/14/2026

Happy Birthday, Christine! Wishing you a day full of all your favorite things!

Address

Tustin, CA

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 5pm

Telephone

+19492587368

Website

Alerts

Be the first to know and let us send you an email when Merit Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Merit Wealth Management:

Shortcuts

Share

Category