OUR PROVEN TEAM

Effective Consulting

Gulf Coast

Chuck Adam has provided life insurance and advanced planning strategies in South Texas and Louisiana for high net worth individuals and families for more than 25 years.  Most of the work Chuck performs is directed toward wealth transfer and wealth preservation. Chuck served as the region's life insurance specialist for Smith Barney, Morgan Stanley and Wells Fargo. Chuck’s entire practice is focused on high net worth individuals, families and business owners.

Pacific NW

Erik Copeland focuses on protection planning, wealth accumulation, supplemental income planning, and wealth transfer strategies for high income and high net worth clients.  Working with Financial Advisors and wealth management teams, he develops strategies that are designed to be in harmony with overall financial, estate, and business succession goals to protect and preserve assets for the next generation.   Erik has more than 24 years of experience in the insurance industry. 

Northeast Coast

Doug Dunne focuses on protection planning, wealth accumulation, supplemental income planning, and wealth transfer strategies specifically for high income and high net worth clients. Working with your Financial Advisor or wealth management team, he develops strategies that are designed to be in harmony with your overall financial, estate, and business succession goals to help protect and preserve your assets for the next generation. Doug has more than 20 years of experience in the insurance industry. He has been the Insurance Specialist/Expert at Smith Barney, Morgan Stanley and Wells Fargo. His extensive knowledge of advanced life insurance strategies and their applications allows him to work closely with your financial team, including attorneys and accountants, to execute the program best suited to meet your objectives. We recognize that each comprehensive plan requires an individualized approach and unique strategies. Our focus is to bring you creative, personalized financial strategies that take advantage of how life insurance can function as a premier wealth transfer, wealth accumulation, protection, or estate planning vehicle.

Atlantic Seaboard

Jorge is a founding partner of Meritage Wealth Insurance Advisors. He has over 20 years of experience working with clients to structure and incorporate insurance as an integral component of their comprehensive wealth plan. His expertise in implementing insurance strategies has helped hundreds of clients to grow and protect their assets as part of their overall wealth transfer and legacy goals. Mr. Fuentes specializes in Estate Planning, Executive Benefits, and Business Succession Planning. As a legacy Wealth Insurance Specialist at Wells Fargo, Jorge has spent 19 years in the DC Capital area working with clients of both Wells Fargo Advisors and Wells Fargo Private Bank to achieve their financial goals. Jorge is a former United States Marine Corps Staff Sergeant with tours of duty including the Presidential Honor Guard and Light Armored Reconnaissance Battalion

Southwest

Rick is a founding partner of Meritage Wealth Insurance Advisors.  He has over 30 years of experience working with clients to structure and incorporate insurance as an integral component of their comprehensive wealth plan.  His expertise in implementing insurance strategies has helped hundreds of clients to grow and protect their assets as part of their overall wealth transfer and legacy goals.  Stein specializes in Estate Planning, Supplemental Income strategies, and Business Succession Planning.

 

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 

26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. 

Meritage WIA is not affiliated with The Leaders Group, Inc.

©2019 by Meritage Wealth Insurance Advisors. 

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