Who We Are

WealthMerge connects advisors and attorneys into a mutually beneficial relationship to blend legal strategies and financial solutions to achieve the optimum outcome for our clients. We offer guidance to advisors and attorneys related to both crisis Medicaid and VA planning strategies as well as Proactive/Hybrid LTC policies. We use a patented solution for clients with IRA dollars to ensure that both spouses have a lifetime of LTC care by using one spouse’s IRA.