Join us on May 18th at 11am for this month's educational presentation on estate planning basics to ensure your plan is up to date and congruent with your wishes. Lowell and Geoff are excited to be presenting alongside estate planning professional, Michael Biesheuvel of Puget Sound Wills and Trusts. We will review the basics of […]

Please join us for a mid-year tax review. We will point out some items to consider and things to check to confirm you are optimizing your taxes for 2022 and beyond, plus set you up to avoid tax surprises. Register today!

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 strategies and the markets (including our take on the stock market). Then we’ll address our most commonly asked questions, debunk myths and provide timely updates […]