Meritas Wealth Management is a financial consulting company that specializes in retirement planning for individual clients. This includes investment consulting, tax planning, asset management, real estate consulting, estate planning, stock option analysis and elder care matters. Additionally, Meritas Wealth Management offers financial consulting to small businesses. The company is led by founder and lead financial planner Gregg Clarke, as well as chief financial compliance officer Tiffani Clarke and financial planner Phyllis Garratt.