Meristead Wealth was founded in 2016 to serve a unique group of investors—those who had spent years managing their own portfolios and wanted to hand off the day-to-day without sacrificing the active, research-driven approach they valued.
These self-directed investors weren’t looking for the typical wealth manager. They wanted a partner who would think like they do—strategically, independently, and with conviction.
Learn more about the sophisticated worlds of Merger Arbitrage and Corporate Crossover Bonds, seamlessly blending low-correlation, high risk-adjusted gains in increasingly volatile markets where market breadth is narrow.
In a world where markets appear to be commencing a rotation out of AI-related trades, investors are searching for additional avenues to generate consistent gains amongst the anticipated turbulence.
For those with the expertise to navigate these intricate landscapes, Merger Arbitrage and Corporate Crossover Bonds offer compelling sources of alpha.
Join us in unraveling the allure of these overlooked asset classes, where complexity converges with opportunity in the quest for outperformance.
As 2026 comes to a close, are you making the most of your remaining wealth planning opportunities? In this fast-paced presentation, Ryan Walker, CFP®, CEPA of Meristead Wealth will reveal five timely wealth strategies that affluent investors should consider before December 31. From uncovering tax-saving opportunities and managing concentrated stock positions to retirement tax planning, charitable giving, and strategic wealth transfers, Ryan will highlight potential paths to help reduce taxes, manage investment risk, and position your wealth for 2027 and beyond. Discover why some of the most important financial decisions of the year may still be ahead of you.
