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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
 
 
 
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Focused on Your
Financial Success.

Get Started with a Consultant Today

Meritrust is focused on your
financial success.

At Meritrust Wealth Management, we are focused on you, your priorities and your goals. Your working life, your retirement income and your legacy are important to us. Unlike most national banks and wirehouses, we are truly independent. We strive to develop customized plans tailored to you, finding strategies that fit your needs, not a sales quota.

Our team of advisors assist generations of clients as they seek to protect, build, and manage their wealth. We believe we are uniquely positioned to offer tax savings advice and asset protection strategies.

Independence. Advice. Merit. Trust.


More About Us Meet Our Team

Let's Talk

The Meritrust Team is excited to get to know you. We are a Louisville, Kentucky based company, but we work with clients from all across the country. Please get in touch so we can work together on your financial dreams.

John Kallis

MBA, JD

Senior Wealth Manager

Direct: (502) 882-4612

Frank Hill

CFP®

Senior Wealth Manager

Direct: (502) 882-4603

Tom Furlong

Senior Wealth Manager

Direct: (502) 882-4605

Marcia Cammack

CPA

Senior Wealth Manager

Direct: (502) 882-4606

Nathan McNulty

MBA, CFP®

Financial Consultant

Direct: (502) 882-4608

Contact Us

 

Meritrust Wealth Management
2600 Meidinger Tower
462 South Fourth Street
Louisville, KY 40202
Phone: (502) 882-4600
Fax: (502) 882-4601
info@meritrustwm.com