Meridian Wealth + Retirement

Meridian Wealth + Retirement Meridian Wealth + Retirement is committed to helping you identify and attain your financial goals. Member SIPC. (414) 615-4850.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. www.SIPC.org Meridian Wealth + Retirement is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. 10401 Innovation Drive, Su

ite 125, Wauwatosa, WI 53226. We have individuals licensed in the following jurisdictions: Insurance: WI, FL, ID, IL, IN, MI, NC, AZ, MN, NH, TX. Securities: WI, AK, AZ, CA, CO, FL, GA, KS, IA, ID, IL, IN, MD, MI, MN, MO, MT, NC, NE, NH, OH, OK, OR, SC, SD, TN, TX, VA, WA

🎉 Exciting news at the Fox Valley office — please help us welcome Hailey Brick to the Meridian Wealth + Retirement team!...
06/12/2026

🎉 Exciting news at the Fox Valley office — please help us welcome Hailey Brick to the Meridian Wealth + Retirement team!

Hailey joins us full-time as our dedicated Paraplanner, bringing a wealth of knowledge from her prior experience in the financial services industry and an Associate's Degree in Banking and Finance from Fox Valley Technical College. She will be working directly alongside our two Fox Valley Financial Advisors, Matt Kletti and Charlie Betz, to help deliver the seamless, detail-oriented, and personalized financial planning and investment management experience our clients deserve.

Welcome to the team, Hailey — we are SO thrilled to have you!

We want to give a big Meridian welcome to our new intern, Vince. He will be working in the Milwaukee office with Paul an...
06/05/2026

We want to give a big Meridian welcome to our new intern, Vince. He will be working in the Milwaukee office with Paul and Wade to help with day-to-day operations, while also working on the sales side. Vince has been playing college baseball and looks forward to helping future college athletes sharpen their skills when home for the summer. We are happy to have you on the team!

Happy work anniversary to our Investment Operations Associate, Alex. We are excited to see what this next year brings an...
05/30/2026

Happy work anniversary to our Investment Operations Associate, Alex. We are excited to see what this next year brings and appreciate your contributions to the team.

On this Memorial Day, we pause to honor the men and women who gave their lives in service to our country. Their courage,...
05/25/2026

On this Memorial Day, we pause to honor the men and women who gave their lives in service to our country. Their courage, sacrifice, and dedication remind us of the freedoms we enjoy every day and the responsibility we have to make the most of them.
From all of us at Meridian Wealth + Retirement, we extend our deepest gratitude to the families and loved ones of those who made the ultimate sacrifice. Today, we remember, we reflect, and we honor.

Happy 5-year work anniversary to Charlie, one of our advisors in our Fox Valley office. We truly appreciate all of your ...
05/24/2026

Happy 5-year work anniversary to Charlie, one of our advisors in our Fox Valley office. We truly appreciate all of your hard work and dedication to the team. Your clients also appreciate your impact on their financial futures. We are excited for another great year ahead!

We are closed on Monday, May 25th in honor of Memorial Day. Regular hours will resume on Tuesday, May 26th.
05/22/2026

We are closed on Monday, May 25th in honor of Memorial Day. Regular hours will resume on Tuesday, May 26th.

Happy birthday to our operations manager, Gracie! We hope you have a great day celebrating YOU. Cheers to another great ...
05/17/2026

Happy birthday to our operations manager, Gracie! We hope you have a great day celebrating YOU. Cheers to another great year ahead!

📢 Office Closure NoticePlease be advised that our Fox Valley office will be closed on Friday, May 15 for scheduled maint...
05/14/2026

📢 Office Closure Notice

Please be advised that our Fox Valley office will be closed on Friday, May 15 for scheduled maintenance.

We will resume normal operations on Monday, May 18 at 9:00 AM.

If you need immediate assistance during this time, please email [email protected], and we will respond as soon as possible.

Thank you for your understanding.

We are extremely grateful to all of the mom's and mother figures in our lives. Happy Mother's Day to all of the amazing ...
05/10/2026

We are extremely grateful to all of the mom's and mother figures in our lives. Happy Mother's Day to all of the amazing moms out there!

Our Milwaukee office will be closed for the rest of the week due to unscheduled maintenance. We will be operating in a r...
05/07/2026

Our Milwaukee office will be closed for the rest of the week due to unscheduled maintenance. We will be operating in a remote capacity and will be available via phone and email. Our office will reopen on Monday morning.

Address

919 W Kennedy Avenue, STE B
Kimberly, WI
54136

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

Website

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