MERIDIAN WEALTH MANAGEMENT, LLC

Meridian Wealth Management, LLC offers broad-based financial planning and consulting services, including charitable gifting strategies, risk analysis, insurance analysis, estate planning, and retirement planning. They strive to achieve Advisory Clients' long‐term financial goals by implementing a financial planning process that may include assessing the Client's present financial situation by collecting information regarding net worth and cash flow statements, tax returns, insurance policies, investment portfolios, pension plans, employee benefit statements, etc., and identifying the Client's financial goals, personal goals, and objectives. When making investment recommendations, Meridian must meet a professional standard of care, never put their financial interests ahead of the client's, avoid misleading statements, follow policies and procedures designed to ensure advice is in the client's best interest, charge reasonable fees, and provide basic information about conflicts of interest. Advisory Clients should fully understand the nature of the contractual relationship(s) into which they are entering and the extent of their risk exposure.

Meridian typically uses investment strategies such as Long-Term Purchases, where securities are held for over a year, and Short-Term Purchases, where securities are held for less than a year. They also utilize Covered Call Options, an options strategy where an investor writes an option contract while owning an equivalent number of shares of the underlying stock. It's important to note that performance within the same investment objectives or strategies will vary based on the specific IAR engaged to provide investment advice to the Advisory Clients. Advisory Clients must be aware that investing in any securities involves the risk of loss of all or part of the Advisory Client’s principal investment.

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