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Plan with Purpose. Live with Clarity.

Meriwest Wealth Advisors help Meriwest Credit Union members and surrounding communities transform uncertainty into confidence, through tailored financial guidance built on trust, education, and lifelong partnership.

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We’re Your Partner in Building a Better Future

We’re Your Partner in Building a Better Future

As a investment team located at the credit union we serve the South San Francisco Bay Area, we provide personalized financial advice rooted in community, not commission. Our clients benefit from seamless integration with their banking experience, a deep commitment to education, and a focus on helping you unlock your life’s goals, no matter where you are in your financial journey.

Experience Custom-Tailored Financial Planning

Experience Custom-Tailored Financial Planning

Our approach begins by understanding what matters most to you—your values, goals, current situation, and financial concerns. Whether you come in with a specific question or need full retirement planning, we take time to listen, educate, and design a plan that fits. You’ll never feel pushed or rushed—just supported by experienced advisors who speak your language and work at your pace.

Let’s Start Planning a Better Tomorrow

You don’t need all the answers to begin. Whether you have one question or want to build a full financial plan, we’re here to help you find clarity and confidence.

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Supporting Members Across Life Stages

Individuals & Families

Whether you’re managing day-to-day finances or planning for the future, we help you navigate life’s key milestones with thoughtful, customized guidance.

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Pre-Retirees & Retirees

We specialize in building retirement income strategies and helping you feel confident in the years ahead, whether you're staying in the South Bay or considering a move.

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Technology Professionals & Executives

We understand RSUs, stock plans, and the complexity that comes with a tech career. Our advisors help you plan around your compensation and your lifestyle.

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Business Owners

From succession planning to business retirement plans, we support owners looking to grow, transition, or align business success with personal financial goals.

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Our Wealth Services

Our Wealth Services

We provide comprehensive financial planning services that meet you where you are and grow with you. 

  • Financial Planning
  • Tax Planning
  • Insurance Planning
  • Investment Management
  • Wealth Management
  • Retirement Planning
  • Estate & Legacy Planning
  • Business Services
  • RSUs & Executive Compensation 

Make Informed Financial Decisions

Our curated resource library includes expert insights on taxes, retirement, investments, legacy planning, and more. Stay informed with videos, articles, calculators, and market updates designed to help you take the next step with confidence.

What You Need to Know about Tax-Loss Harvesting

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.
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The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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Smart Retirement Habits for Retirement Success and Security

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
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