SPECIAL ADVERTISING SECTION
101 California St., Suite 1525,
San Francisco, CA 94111
Pictured: Keith Woodcock
PLANNING / EXECUTING
PACIFIC EQUITY PARTNERS IS PLEASED TO WELCOME Keith
Woodcock to our team. He combines 30 thirty years of experience with
sophisticated investment planning tools and professional resources to
match your objectives with customized solutions.
• Private Wealth Management
100 Larkspur Landing Circle, Ste 110
• Business and Estate Strategies
• Philanthropic Solutions
• Professional Advisor Collaboration
Pacific Equity Partners is proud to serve and support Marin County.
Larkspur, CA 94939
Pictured (left to right): Sarah Burke, Paraplanner; Gregg Clarke, CFP®, Founder; Jackie Kendall,
Administrative Assistant; Tiffani Clarke, Chief Compliance Officer; Phyllis Garratt, CFP®, MBA;
Nancy Millar, Client Services Administrator.
INSPIRE, EDUCATE, GUIDE
MERITAS WEALTH MANAGEMENT, LLC is an independent, fee-only
financial planning and wealth management firm. Our aim is to provide
our clients with the proper guidance, sound financial planning, and
prudent investment advice required to fully realize their financial goals
and life aspirations. The fundamental foundation of our practice is a
disciplined approach to our investment philosophy and the academic
principles that support it, and our stringent dedication to a fiduciary
standard of placing our clients and their interests first.
At Meritas, our core purposes are to:
• Inspire our clients to strive for what’s important in their lives;
• Educate our clients on how to best achieve their financial goals; and
• Guide our clients on their path towards satisfaction and success.
Insightful and comprehensive financial planning, and a continued
commitment to the long-term visions of our clients, is at the heart of
our practice. Contact our office to begin your personal journey towards