Advisor at Meritis Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meritis Wealth Management, Inc.
Location
Potomac, MD 20854
Credentials
Series 63, Series 66
Industry experience
29 years
Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Meritis Wealth Management provides wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses, focusing on discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term investment approach grounded in fundamental analysis and uses a mix of low-cost, diversified mutual funds, ETFs, individual securities, and independent managers.
Based on Meritis Wealth Management, Inc.
$0 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.85% Over $10,000,000+: Negotiable
Up to $500 per hour for stand-alone financial planning services, negotiable.
Account minimum: $750,000 Fee-only: Investment advisory fees based on assets under management; no commissions on securities transactions.
12435 Park Potomac Ave, Suite 440
Potomac, MD 20854
Maryland · Texas
Meritis Wealth Management, Inc.
2025 - Present (1 year)
Wells Fargo Advisors
2021 - 2025 (4 years)
Wells Fargo Clearing
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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