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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

Services

Meritrust Wealth Management is a full service financial services firm with a dedicated roster of wealth managers, client associates and operations managers, all working to making your future a brighter one. Our array of experience and expertise allows us to specialize in a variety of services, including those listed below. For more information, please contact us.

  • Family Office Solutions
  • Comprehensive Financial Planning
  • Investment Strategies for Individuals
  • Retirement Income Planning
  • Company Retirement Plans
  • College Education Funding
  • Insurance
  • Estate and Charitable Giving Planning

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

Financial Advisor

Direct: (502) 882-4612

Frank Hill

CFP®

Senior Wealth Manager

Direct: (502) 882-4603

Tom Furlong

Financial Advisor

Direct: (502) 882-4605

Marcia Cammack

CPA

Financial Advisor

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