Merit Wealth Management

Merit Wealth Management

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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

How emerging markets are changing 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].

How emerging markets are changing An important market shift is underway in developing economies.

06/12/2026

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

Has market uncertainty officially passed? 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].

Has market uncertainty officially passed? 3 factors driving U.S. stocks higher.

06/05/2026

Happy National Donut Day!

What's your favorite donut? Comment below!

06/01/2026

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

05/25/2026

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

05/22/2026

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

05/19/2026

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

What human behavior may tell us about future stock returns 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].

What human behavior may tell us about future stock returns Why your natural instincts could impact your investment returns.

05/14/2026

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

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Telephone

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