Meridian Wealth Advisors serves families throughout Chicago's North Shore communities — including Winnetka, Wilmette, Glencoe, Kenilworth, Highland Park, and Lake Forest. These communities are home to many of our longest-standing client relationships, and we understand the unique financial planning needs of affluent North Shore families.
North Shore clients often come to us with multi-faceted planning needs: concentrated stock positions from corporate careers, real estate holdings, executive compensation and deferred comp plans, education funding for multiple children at private schools and universities, and estate planning considerations that span generations. Our comprehensive approach addresses all of these dimensions in a single, integrated plan.
While our office is located in downtown Chicago, we regularly meet with North Shore clients virtually and are always happy to accommodate in-home meetings for estate planning reviews and family financial discussions. Several of our advisors live on the North Shore themselves and are active in the community.