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

We’re excited to spotlight Sunny, our Office Administrator and one of the newest members of our Fox Valley office!If you...
08/28/2026

We’re excited to spotlight Sunny, our Office Administrator and one of the newest members of our Fox Valley office!

If you’ve called or stopped by our Fox Valley location, you may have already had the chance to meet or speak with her. Sunny brings more than six years of experience in client service and operations within the financial services industry and is focused on creating a smooth, welcoming experience for our clients.

Originally from Texas, Sunny enjoys art, literature, and spending time with her husband and their chocolate Labrador, Charley.

We’re so glad to have Sunny as part of the Meridian team!

08/21/2026

Join us for Episode 4 of Meridian Minutes with Financial Advisor Charlie Betz as he breaks down what's been driving markets this summer — from fresh record highs and broad-based earnings strength, to encouraging inflation data and a divided Fed. Charlie covers which sectors are leading the year-to-date recovery, why corporate earnings are doing the heavy lifting behind these returns, and what the Fed's contentious July vote means for interest rates heading into the final third of the year. All insights are grounded in J.P. Morgan's Guide to the Markets data, translated into clear, practical context for your financial plan.

Please reach out to your Financial Advisor if you have questions about how these themes apply to your unique financial situation.

TIMESTAMPS:
0:00-0:38 - Introduction
0:39-1:30 - Team Updates
1:30-4:00 - Market Recap | Q1 vs Q2
4:00-5:28 - Engine Under the Hood | Earnings
5:28-6:50: Inflation Updates
6:50-8:32: Timely Topic | The Federal Reserve and Interest Rates
8:32-9:26: Conclusion/Outro

We're proud to share that Matt Kletti has been recognized as a 2026 Best-In-State Next-Gen Wealth Advisor for Wisconsin!...
08/19/2026

We're proud to share that Matt Kletti has been recognized as a 2026 Best-In-State Next-Gen Wealth Advisor for Wisconsin!

This recognition reflects the dedication Matt continues to bring to his clients and the Meridian Team.

Congratulations, Matt!

Last week, our team traded the office for the ballpark! ⚾️ We had a great time spending Team Appreciation Day together a...
08/14/2026

Last week, our team traded the office for the ballpark! ⚾️

We had a great time spending Team Appreciation Day together at the Brewers game. We’re so grateful for the team behind Meridian and for a fun day spent together outside of the office.

As a reminder, all Meridian Wealth & Retirement offices are closed today, Thursday, August 6, for our annual Team Apprec...
08/06/2026

As a reminder, all Meridian Wealth & Retirement offices are closed today, Thursday, August 6, for our annual Team Appreciation Day.

We will resume normal business hours tomorrow, Friday, August 7.

Thank you for your understanding—we look forward to assisting you when we return!

Please note that all Meridian Wealth & Retirement offices will be closed on Thursday, August 6, as our team comes togeth...
08/03/2026

Please note that all Meridian Wealth & Retirement offices will be closed on Thursday, August 6, as our team comes together for Team Appreciation Day.

If you anticipate needing assistance or have any time-sensitive requests, we encourage you to contact us before Thursday so we can best assist you.

We will reopen on Friday, August 7, during normal business hours.

Thank you for your understanding!

Help us wish Alex, our Investment Operations Associate, a happy birthday. We hope you have a great day celebrating with ...
07/31/2026

Help us wish Alex, our Investment Operations Associate, a happy birthday. We hope you have a great day celebrating with friends and family. Cheers!

Our hearts are with everyone impacted by Monday's tornado across our Fox Valley communities.We are incredibly grateful f...
07/29/2026

Our hearts are with everyone impacted by Monday's tornado across our Fox Valley communities.

We are incredibly grateful for the first responders, utility crews, public works employees, volunteers, local businesses and community organizations who have worked tirelessly to keep our neighbors safe and assist with recovery efforts.

We've shared the latest recovery information from Winnebago County below, including community resources, shelters, cooling centers, donation needs, and assistance available.

Please continue to look out for one another and support our local communities during this time. 💙

‼ IMPORTANT INFORMATION UPDATE ‼
𝗧𝗛𝗜𝗦 𝗣𝗢𝗦𝗧 𝗪𝗜𝗟𝗟 𝗕𝗘 𝗨𝗣𝗗𝗔𝗧𝗘𝗗 𝗧𝗛𝗥𝗢𝗨𝗚𝗛𝗢𝗨𝗧 𝗧𝗛𝗘 𝗗𝗔𝗬 (Please read the full caption for all important information)

(𝟯:𝟬𝟬 𝗣𝗠) -------------------------------------
⚠️ 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗼𝗿 𝗦𝗮𝗳𝗲𝘁𝘆 ⚠️
Never operate a generator inside your home, garage, basement, crawl space, or near windows and doors. Always keep generators at least 20 feet away from your home to prevent deadly carbon monoxide poisoning.

🚨 𝗕𝗲𝘄𝗮𝗿𝗲 𝗼𝗳 𝗦𝘁𝗼𝗿𝗺 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 𝗦𝗰𝗮𝗺𝘀
As cleanup begins, protect yourself from fraudulent contractors:
✅ Always get a written contract.
✅ Avoid paying upfront or making deposits.
✅ Get recommendations from people you trust.

⚡ 𝗣𝗼𝘄𝗲𝗿 𝗨𝗽𝗱𝗮𝘁𝗲𝘀
For the latest outage and restoration information, follow the Menasha Utilities page.

🥪 𝗙𝗲𝗲𝗱𝗶𝗻𝗴 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝗧𝗿𝗮𝗶𝗹𝗲𝗿 & 🚻 𝗣𝗼𝗿𝘁𝗮𝗯𝗹𝗲 𝗧𝗼𝗶𝗹𝗲𝘁𝘀 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻𝘀
Food disaster boxes, fresh fruit, vegetables, sandwiches, and water are available at these locations.
📍 Smith Park – 301 Park Street, Menasha
📍 Jefferson Park – 989 Kargus Drive, Menasha
📍 Heckrodt Wetland Reserve – 1305 Plank Road, Menasha

(𝟭𝟭:𝟯𝟬 𝗔𝗠) -------------------------------------
Please review the latest recovery information and available community resources.

💧 𝗕𝗼𝗶𝗹 𝗪𝗮𝘁𝗲𝗿 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆
A boil water advisory is now in effect for:
• Village of Harrison residents served by the Village of Fox Crossing water utility
For full map showing impacted areas: http://bit.ly/3Th1tGJ

❄️ 𝗖𝗼𝗼𝗹𝗶𝗻𝗴 𝗦𝗶𝘁𝗲𝘀
The following locations are available as cooling centers:
• Kobussen Coach bus open for cooling (located at 105 Ice
Street - Jefferson Elementary School in Menasha)
• Winnebago County Fox Cities Campus open until 8 pm
(1478 Midway Rd, Menasha, WI 54952)
• Christ the rock Community Church (W6254 UW Highway
10/114, Menasha, WI 54952)
• Elks Lodge and St. Patrick's Church (328 Nicolet Blvd.,
Menasha, WI 54952 open until 8:00 PM daily)
• Calvary Bible Church (1450 Oakridge Rd., Neenah, WI
54957)
• Elisha D Smith Memorial Library (440 1st St, Menasha, WI
54952)
• YMCA in downtown Neenah from 5:00 AM to 9:00 PM
• Neenah Library
🎁 𝗗𝗼𝗻𝗮𝘁𝗶𝗼𝗻𝘀 𝗡𝗲𝗲𝗱𝗲𝗱
Please bring the following items to the Winnebago County Fox Cities Campus
📍1478 Midway Rd., Menasha, WI 54952
Requested items:
• Coolers
• Ice
• Heavy-duty trash bags
👕 𝗣𝗹𝗲𝗮𝘀𝗲 𝗱𝗼 𝗡𝗢𝗧 𝗯𝗿𝗶𝗻𝗴 𝗰𝗹𝗼𝘁𝗵𝗶𝗻𝗴 𝗱𝗼𝗻𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝘁𝗵𝗶𝘀 𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻.
Clothing donations can be taken to:
• Community Clothes Closet (off Midway Rd.) – Monday–Friday, 9:00 a.m. to 1:00 p.m.
• Any Gunderson Cleaners Fox Valley location

💙 𝗗𝗼𝗻𝗮𝘁𝗶𝗼𝗻𝘀 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲
📍 Mill City Church
120 N. Lake St., Neenah
Available free of charge:
• Bottled water
• Resource totes containing:
• Nonperishable food
• Outdoor cleanup supplies
• Personal hygiene items
📍 St. Joes Food Pantry
1465A Opportunity Way, Menasha (hours –
Monday/Wednesday 9:00 a.m. to noon & Tuesdays/Thursdays
11:00 a.m. to 1:00 p.m.)
• Groceries
• Personal hygiene items
📍Elks Lodge/St. Patrick's
328 Nicolet Blvd, Menasha, WI 54952
• Water
• Basic supplies
• Cellcom boosting/charging station

🧠 𝗠𝗲𝗻𝘁𝗮𝗹 𝗛𝗲𝗮𝗹𝘁𝗵 𝗦𝘂𝗽𝗽𝗼𝗿𝘁
Recovery can be challenging. Mental health support is available 24/7 through the Winnebago County Crisis Line:
📞 920-233-7707

(𝟴:𝟰𝟱 𝗔𝗠) -------------------------------------
💧 Boil Water Order
A boil water order remains in effect for:
• Village of Fox Crossing residents east of the Fox River
• City of Menasha residents served by the Village of Fox Crossing water utility
• 𝗖𝗶𝘁𝘆 𝗼𝗳 𝗔𝗽𝗽𝗹𝗲𝘁𝗼𝗻 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝘀 𝘀𝗲𝗿𝘃𝗲𝗱 𝗯𝘆 𝘁𝗵𝗲 𝗩𝗶𝗹𝗹𝗮𝗴𝗲 𝗼𝗳 𝗙𝗼𝘅 𝗖𝗿𝗼𝘀𝘀𝗶𝗻𝗴 𝘄𝗮𝘁𝗲𝗿 𝘂𝘁𝗶𝗹𝗶𝘁𝘆
Residents staying in emergency shelters are also asked to continue conserving water.

🌙 Curfew
A city-wide curfew remains in effect for the Village of Fox Crossing and the City of Menasha from 10:00 p.m. to 5:00 a.m. until further notice. 𝗧𝗵𝗶𝘀 𝗶𝘀 𝗯𝗲𝗶𝗻𝗴 𝗲𝗻𝗳𝗼𝗿𝗰𝗲𝗱.

🚧 Travel Advisory
Residents are strongly encouraged to shelter in place and avoid traveling into the City of Menasha unless absolutely necessary. Keeping roads clear allows emergency responders, utility crews, and recovery teams to work safely and efficiently.

🏠 Emergency Shelters
📍 Christ the Rock Community Church
W6254 US Hwy. 10/114, Menasha
• Open for overnight sheltering

📍 Elks Lodge
328 Nicolet Blvd., Menasha
• Open until 8:00 p.m.

📍 Calvary Bible Church
1450 Oakridge Rd., Neenah
• Open daily 8:00 a.m. – 9:00 p.m.
• Charging station and donated items available

🐾 Please Note: Pets are not permitted at shelters. Service animals only.

🍽️ Food & Water Resources
• Winnebago County Fox Cities campus - Free water & donation pickup & donation drop-off
• Piggly Wiggly (Menasha) – Free bottled water while supplies last
• Diablo's (Menasha) – Free tacos and water for those impacted
• Luigi's Pizza & Pasta – Food truck providing meals and beverages (message them directly for assistance)
• FireWise BBQ Food Truck (UW–Oshkosh Fox Cities) – Free meals for impacted residents, volunteers, law enforcement, and first responders
• Boys & Girls Clubs of Appleton & Neenah – Free evening meals through July 31
• Waverly Beach Bar & Grille – Free boxed lunches 1:00–4:00 p.m. through July 30
• Bedrock Coffee Roasters – Free coffee, Wi-Fi, and air conditioning through August 1
• Fleet Farm Offices (Appleton) – Water available
• Chick-fil-A Appleton – Free meals for first responders July 28–29

🧹 Cleanup Assistance
Samaritan's Purse is providing free assistance with:
• Fallen tree and debris removal
• Temporary roof tarping
• Flooded home cleanup
📞 Call 833-747-1234

👕 Additional Community Resources
Available assistance includes:
• Clothing and household supplies
• Cleaning supplies and medical equipment
• Monetary and supply donation locations
• Free showers at area YMCAs
• Temporary community Wi-Fi locations
• Pet food, supplies, and temporary boarding assistance

🙋 Want to Volunteer?
Please register through Volunteer Fox Cities. Organized volunteers will be connected with recovery efforts as needs are identified. Please do not self-deploy to impacted areas. https://www.volunteerfoxcities.org/2026-storms/

🌐 𝗦𝘁𝗮𝘆 𝗜𝗻𝗳𝗼𝗿𝗺𝗲𝗱
𝗙𝗼𝗿 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝘂𝗽𝗱𝗮𝘁𝗲𝘀, 𝗲𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗙𝗼𝘅 𝗖𝗶𝘁𝗶𝗲𝘀 𝗧𝗼𝗿𝗻𝗮𝗱𝗼 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗚𝘂𝗶𝗱𝗲, 𝘃𝗶𝘀𝗶𝘁 https://wchd.pub/WinnebagoCountyTornado

Thank you for your patience, cooperation, and support as our communities continue to recover. ❤️

Our partner, Paul Brokenshire, hosted his clients with Special Needs Planning for an evening of fun at American Family f...
07/28/2026

Our partner, Paul Brokenshire, hosted his clients with Special Needs Planning for an evening of fun at American Family field. Big shoutout to WestPoint Financial Group for sponsoring and the team for making this such a successful event to celebrate disability awareness.

Happy 4th of July from Meridian Wealth + Retirement!Today we celebrate more than just fireworks and barbecues — we honor...
07/04/2026

Happy 4th of July from Meridian Wealth + Retirement!

Today we celebrate more than just fireworks and barbecues — we honor the birth of the United States of America and the freedoms that have shaped our nation since July 4, 1776. Independence Day commemorates the adoption of the Declaration of Independence and stands as a testament to courage, vision, and opportunity.

This year is especially meaningful — America will mark its 250th birthday, a historic milestone known as the Semi quincentennial, celebrating a quarter millennium of growth, resilience, and shared progress.

At Meridian Wealth + Retirement, we’re proud to honor the spirit of independence by helping you build a secure and confident future for you and your family. Here’s to freedom, prosperity, and the lasting promise of tomorrow!

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

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