Merited Wealth, LLC

Stephen Taylor is a CFP® professional with 19 years of experience in financial advising. He currently serves at Merited Wealth, LLC and has prior experience running his own wealth management and investment firms. In addition to his financial advisory work, he maintains a legal practice specializing in estate planning, contract advice, and expert witness testimony. Merited Wealth serves individuals, high-net-worth households, entrepreneurs, self-employed professionals, and corporate retirement plan sponsors with asset management, financial planning, and retirement-plan advisory services. The firm focuses on long-term portfolio construction using exchange-traded equities, mutual funds, and ETFs, while also incorporating options strategies and customized allocations.

Jesus Arteaga is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Merited Wealth, LLC since 2023. He previously worked at Money Concepts Capital Corp. and Invest Financial Corp. Arteaga is also a partner in Heritage Financial Group LLC, which provides employee benefits, health insurance, property and casualty insurance, and payroll services, and he owns an insurance agency under his name. Merited Wealth serves individuals, high-net-worth households, entrepreneurs, self-employed professionals, and corporate retirement plan sponsors with asset management, financial planning, hourly consulting, and retirement-plan advisory. The firm emphasizes long-term portfolio construction using exchange-traded equities, mutual funds, and ETFs, supplemented by options strategies and customized allocations through the AssetMark platform.

Giancarlo Lamourtte is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Merited Wealth, LLC since 2019 and previously held roles at Cambridge Investment Research Advisors, Inc. and Raymond James. Lamourtte serves on the Board of Directors for the Financial Planning Association of Miami and is also an independent insurance agent. Merited Wealth, LLC serves individuals, high-net-worth households, entrepreneurs, self-employed professionals, and corporate retirement plan sponsors by offering asset management, financial planning, consulting, and retirement-plan advisory services. The firm primarily constructs portfolios using exchange-traded equities, mutual funds, and ETFs, employing a generally long-term investment approach combined with customized strategies.

Sean Pendray is a financial advisor at Merited Wealth, LLC with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Merited Wealth in 2024, he worked at Mutual Trust Asset Management, Inc., Mutual Trust Company of America Securities, and Freedom Investors Corp. Pendray also operates Pendray Financial Associates, where he provides insurance-related services including annuity products and Medicare and Medicaid compliance solutions. Merited Wealth serves individuals, high-net-worth households, entrepreneurs, self-employed professionals, and corporate retirement plan sponsors with asset management, financial planning, consulting, and retirement-plan advisory services. The firm emphasizes portfolio construction using exchange-traded equities, mutual funds, and ETFs, combining long-term strategies with options and customized allocations through the AssetMark platform.