Your financial future deserves personal attention
25+ years’ experience specializing in guiding retired, widowed, and divorced clients through life’s transitions with clarity, confidence, and care.
Carlsbad's Independent, Fee-Only Wealth Management Firm
PERSONAL
INDEPENDENT
TRANSPARENT
Serving Diligent Investors
Through Life's Transitions
Working exclusively with investors in or approaching retirement who are navigating new circumstances, decisions, and concerns with $3M+ in investable assets.
Long-Term Focused Investors
The ideal Meritage client is concerned with the big picture, not the daily moves of the market. You're looking to play the long game, not the 100-yard dash. You understand that the best results stem from meticulous planning rooted in your personal needs and goals.
Approaching or In Retirement
Retiring is a big step. I help you plan your spending and adjust your investments for the next chapter of your life, so you can enjoy yourself instead of worrying about money. Navigate the complexities of retirement with confidence and clarity.
$3M+ Investable Assets
My firm structure works best for clients with investable assets over $3,000,000 who are looking for a fee-only financial planner. This ensures you receive the dedicated attention and sophisticated strategies your wealth deserves.
Because we are all different, my approach is uniquely structured to accommodate your individual needs. I pride myself on delivering the highest quality and value advice, and aim to build long-term relationships with all of my clients.
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Peter Bowman
Creative Director
The process
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