Strategic Wealth Management for a Secure Financial Future

Helping You Make
Smarter Financial Decisions

Institutional-grade portfolio management, personally delivered. I work with a select group of high-net-worth individuals and families — providing the depth of strategy you'd expect from a private bank, with direct access to me at every step.

View my approach
$752M
Assets Under Management
13+
Years of Active Management
94%
Client Retention Rate
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About Me

Over a decade of
disciplined capital stewardship

I spent twelve years at Goldman Sachs Asset Management and Morgan Stanley Private Wealth before going independent in 2008 — right through one of the most challenging markets in modern history. That crucible shaped my entire philosophy: real wealth management means being present when markets fall apart, not just when they rise.

"Wealth preservation is not the absence of risk-taking. It is the mastery of which risks are worth taking — and when."

CFA Charterholder CAIA Member CFP® Certified Series 65 Harvard Business School

Named in Barron's Top 100 Financial Advisors for four consecutive years — as an independent practitioner

Investment Strategy

Built for preservation
engineered for growth

My methodology draws on institutional risk frameworks used by endowments and sovereign wealth funds — adapted for the goals and timelines of private clients. I don't chase returns. I build portfolios designed to compound through every market condition.

Every portfolio I manage is stress-tested against years of historical scenarios before I take a single position.

Equity Strategies

Concentrated, conviction-driven portfolios of 20–35 positions. Focus on compounding businesses with durable competitive advantages and strong free cash flow generation.

Global Diversification

Allocations across developed and emerging markets, real assets, and alternative strategies. Geographic breadth engineered to reduce correlation risk.

Risk Management

Systematic drawdown controls, dynamic hedging, and tail-risk overlays. No position ever threatens the portfolio's survival. Capital preservation is non-negotiable.

Alternative Assets

Private credit, real estate debt, and select hedge fund allocations for qualified clients. Designed to generate uncorrelated income independent of equity markets.

Tax Optimization

Asset location strategy, tax-loss harvesting, and coordination with estate planning professionals. Net returns matter — we optimize at every layer.

Macro Awareness

Top-down macro overlay informing sector tilts and duration exposure. Positioned to benefit from structural shifts in rates, inflation, and global capital flows.

Illustrative Performance
My Balanced Strategy vs. S&P 500 (2015–2024, Indexed)

* Illustrative only. Past performance does not guarantee future results. Returns shown net of fees.

Results & Social Proof

Trusted by those who have
the most to protect

Client identities protected. All outcomes represent verified, anonymized data from my own client relationships.

$752M
Assets Under Management
340+
Private Client Families
11.4%
10-Year Annualized Net Return
94%
5-Year Client Retention
4×
Barron's Top 100 Recognition
★★★★★
TIna's team protected nearly all of our capital in 2022 when our previous manager was down 28%. We finally feel like someone understands what we have at stake.
RL
R. Lancaster
Retired Executive, $3.8M Portfolio
★★★★★
We came to Meridian after selling our company. They built a comprehensive plan in 30 days — tax strategy, estate alignment, income generation. The depth of thought is extraordinary.
SP
S. & M. Patel
Business Founders, $8.2M Portfolio
★★★★★
I've had advisors at major banks for 20 years. The difference in attention, communication, and performance working directly with Jonathan is not marginal — it is transformational.
DW
D. Whitfield
Physician & Investor, $1.9M Portfolio
As seen in
Barron's The Wall Street Journal Bloomberg Wealth Forbes Financial Times
How It Works

From first conversation
to full portfolio clarity

Becoming a client is a deliberate process. I invest time upfront so your strategy is built exactly around your life — not a model portfolio.

01
Discovery Consultation

A confidential 45-minute conversation — with me directly, not an assistant. I want to understand your full financial picture: goals, concerns, timeline, and what hasn't worked with previous advisors. No sales pressure, no agenda beyond clarity.

02
Portfolio Diagnostic

I personally audit your existing holdings: fee drag, hidden concentration risks, tax inefficiencies, and gaps in downside protection. You'll receive a written diagnostic within 10 business days, at no cost and with no obligation.

03
Custom Investment Plan

I present a fully personalised Investment Policy Statement: target allocation, risk parameters, income requirements, and a phased transition strategy built to minimise disruption and tax events. You'll understand every decision before we make it.

04
Smooth Onboarding

I manage account setup, custodian transfers, and initial position building personally. Most clients are fully transitioned within 30 days, with clear communication at each stage so nothing is a surprise.

05
Ongoing Direct Partnership

Quarterly investment reviews, annual comprehensive planning sessions, and real-time access to me — not a junior associate. Every portfolio update is explained in plain language. No black boxes, no generic reports, no being passed around.

Client Eligibility

I work with a
select few clients

I deliberately limit the number of client relationships I take on. This isn't a business constraint — it's a personal commitment. Every client I work with gets direct access to me, and I can only honour that promise with a finite number of relationships.

My ideal client isn't defined by wealth alone — but by a shared conviction that patient, disciplined investing protects and compounds capital better than chasing the market.

  • High-net-worth individuals and families with investable assets of $50,000 or more
  • Business owners planning for exit, succession, or a liquidity event
  • Executives with concentrated stock positions seeking thoughtful diversification
  • Retirees who need reliable, tax-efficient income — managed personally, not algorithmically
  • Investors who've outgrown generic "model portfolio" management at large institutions
Minimum Portfolio Threshold
$50,000

Certain alternative and private strategies are accessible at $1M+. All strategies available to portfolios beginning at $250,000.

I review my capacity quarterly and close intake when I cannot personally guarantee my standard of service.

Current intake status

I am accepting qualified introductions through Q2 2025. I strongly recommend booking early — conversations fill up quickly.

Limited Availability

The cost of waiting is
compounding against you

Every quarter without a disciplined strategy is a quarter your portfolio is exposed to risks you may not be aware of — and compounding opportunities you're not positioned for. A 45-minute conversation with me costs nothing. The clarity it provides is invaluable.

Confidential · No obligation · You'll speak with me directly