We are excited to announce our partnership with Summit Capital, adding a robust portfolio management approach to Merriman’s financial planning and comprehensive wealth management services.
Our combined strengths bring endless possibilities, and together we are better suited than ever to help you achieve your goals while preserving and protecting the wealth you have worked hard to accumulate.
At Merriman, we implement a customized plan for all areas of your financial life: investments, taxes, estate planning, insurance, charitable giving, and more. Here are some of our main areas of focus in planning:
Wealth EnhancementProducing returns to meet goals while staying within specific risk targets and minimizing tax impact
Wealth TransferFacilitating the tax-efficient transfer of assets from one generation to the next
Wealth ProtectionEnsuring your assets are protected from unforseeable outside risk and concerns
Charitable GivingHelping to maximize your charitable efforts and make the biggest possible impact
We focus our energy on these needs so you can spend more time doing the things you love.
Meet our team
Like Summit, we take a team approach to serving our clients. From our Support Services team that will greet you at the front door, to our Research department, we serve our clients best as a team and we achieve our goals as a team. Here you can learn more about some of the names and faces you might encounter at Merriman.