Upcoming Events

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Past Events

View recordings of past webinars for valuable information you missed the first time around.

Merriman’s Quarterly Investment Update + Office Hours Q&A

January 18, 2023

Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session! To start, Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment

https://bit.ly/Q123QtlyUpdateRecord

Quarterly Investment Update + Office Hours Q&A

October 11, 2022

Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session! To start, Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment

https://bit.ly/Q322QtlyRecording

How to Become Financially Independent

July 27, 2022

Join us for this month’s educational presentation on planning to make work optional (and keep it that way)! We will review the tools and planning solutions you can use today

https://bit.ly/financialindeprecording

Quarterly Investment Update + Office Hours Q&A

July 6, 2022

Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session! To start, Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment

https://bit.ly/Q222InvUpdateRec

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Aimee Butler & Chris Waclawik Promoted to Principals

Merriman Wealth Management, LLC, an independent wealth management firm with over $3.5 billion in assets under management, is pleased to announce the promotion of two new principals – Wealth Advisors Aimee Butler, CFP®, and Chris Waclawik, AFC®, CFP®.

Geoff Curran and Paige Lee Added to Merriman’s Investment Committee

Merriman Wealth Management, LLC, an independent wealth management firm with over $3.6 billion in assets under management, is pleased to announce the additions of Geoffrey Curran, CPA/ABV, CFA, CFP® and Paige Lee, CFA, CFP®, CSRICTM to the firm’s investment committee.

Merriman Wealth Management, LLC, Opens New Office in Bellevue, Moves Seattle Location

Wealth management firm Merriman is opening a new office in Bellevue as part of its strategic growth plan.

10 Reasons Why Clients Hire Us

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.

What Women Need to Know When Working With a Financial Advisor | 5 Tips

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

How to Report Your 2020 RMD Rollover on Your Tax Return

One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.

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