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Investment Services with Meriwest Wealth Advisors


Meriwest Wealth Advisors offer a complete array of financial investment options and personalized financial planning designed for your specific personal needs and have available all of the traditional financial investments including stocks, bonds, mutual funds, as well as private placements. In addition, they are fully licensed to provide extensive insurance products including annuities, life insurance as well as long term care policies.

Complete financial brokerage services are provided, including online access to your account through our secure web site, available 24/7. You can view your complete account online, receive statements electronically and discuss your account with one of the representatives in person or with a simple phone call.

Comprehensive financial planning, long-term and short-term investment strategies and retirement planning are available to all of our members on a confidential basis.

You can discover your options by meeting with one of the registered representatives by calling (408) 866-1002.


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Posted 3/18/2020

Markets React to COVID-19 Virus: What Should You Do?

As financial markets react to the global spread of the COVID-19 virus and anxiety levels increase, we want to provide perspective on the situation from Meriwest Wealth Advisors to help you cut through the noise.

Investors are rightfully worried about the virus, as the global economy had already been rattled by the 2-year U.S.-China trade war, as well as the recent oil price war between Saudi Arabia and Russia. Social distancing is having a clear and direct impact on both the supply and demand sides of the global economy. Potential travel limits, factory closings, and school closures impact the supply side, and fewer trips to malls, restaurants, and sporting events impact the demand side and result in lower consumer spending. Sharp stock market drops also contribute to lower consumer demand as household wealth is impacted.

It is too early to tell how much lower stocks will go, or when the market selloff will end, but we do see signs for optimism. Areas of early virus impact, like China, have already started to return to normal. And the U.S. consumer, housing and services market were healthy before this pandemic began. Lower gas prices and the interest rate drop will provide further relief for U.S. consumers—as will any additional economic stimulus from Washington.

While we do not expect volatility to disappear in the short term, we advise you to remain focused on your long-term goals and ensure your investments are diversified to avoid having too much risk exposure to one asset class or security.

At Meriwest, your well-being is of foremost importance, and our team hopes you and your family are taking all necessary precautions to remain safe. We will continue to monitor the economic and market implications of the COVID-19 pandemic and send you updates as soon as they are available.

If you have any questions, please do not hesitate to contact us at (408) 363-3300.


Security and advisory services offered through Cetera Investment Services (CIS), member FINRA / SIPC. Cetera is under separate ownership from any other named entity. The products offered are not insured by the NCUA, NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by the credit union or any affiliated entity, and may lose value. Cetera Investment Services, is not affiliated with the Credit Union or Meriwest Wealth Advisors, LLC.