Meristead Wealth

Meristead Wealth, formerly known as Stansberry Asset Management (SAM), combines active portfolio management with holistic financial planning to create tailored investment strategies that align with each client’s unique needs.

Founded in 2016, Meristead has grown to manage more than $1.3 billion in assets, guided by a philosophy centered on purposeful growth, disciplined protection, and helping clients build enduring wealth through every market cycle.

With offices in Texas, New York, California, and Washington, Meristead Wealth serves affluent individuals and families nationwide, offering personalized guidance, in-house investment expertise, and access to both traditional and alternative investments.