Make sure your professional team is working hard for you.
Wishing you a new year filled with happiness and success.
Ever feel like there aren’t enough hours in a day? At Merriman, we do the research for you, freeing up more of your time for living YOUR life…and that’s why our clients love us.
Don’t let the trap of ‘paralysis by analysis’ keep you stuck. At Merriman, we help create tangible goals and plans…and that’s why our clients love us.
At Merriman, we’re more than just Google…and that’s why our clients love us
Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.
Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.