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

Meridian Wealth + Retirement

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United States
Kimberly, WI
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, Suite 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

10/23/2026

We can't help but feel a little emotional about this World Series week. We have had the opportunity to experience the Brewers in action as a team, hosted nights for our families with special needs, and have witnessed numerous historic moments from inside American Family Field. No matter how big of a baseball fan you are, we are just excited to witness history unfold right before our eyes. We hope we don't have to wait another 44 years for this moment to happen again. Go Brewers!!! ⚾️

10/12/2026

Every dollar saved is a step toward greater freedom, security, and the future you’re building. We are here to help you every step of the way on your financial journey and want to remind you to stay the course. We thoroughly enjoy seeing our clients accomplish their savings goals and wish you a happy savings day!

10/08/2026

A few weeks ago, some of the partners got the chance to go to the President's Cup golf tournament in Illinois. It was a once in a lifetime experience for these golf fanatics to enjoy something so special.

09/23/2026

We wish one of our advisors, Charlie, a very happy birthday! We hope you have an amazing day celebrating you with friends and family.

09/11/2026

Today, we honor the lives lost, the heroes who risked everything, and the resilience of our nation in the face of tragedy. On this day of reflection, we are reminded of the importance of community, courage, and looking out for one another.

09/07/2026

Labor Day, first celebrated in the 1880s, honors the contributions and achievements of workers who helped build the foundation of our nation. Today, we celebrate your hard work, dedication, and the role you play in shaping a brighter future.

Just as your efforts create opportunity, smart financial planning helps secure the future you’re working toward. Wishing everyone a safe, relaxing, and well-deserved Labor Day!

09/04/2026

We are closed on Monday, September 7th in honor of Labor Day. Regular hours will resume on Tuesday, September 8th, 2026.

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

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!

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

http://www.meridianwr.com/

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