Our Services

What Wealth Management

Looks Like at Merriman

Whatever life stage you are in, we meet you there and work with you to create a strategy that helps you get the most out of life.

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Start Investing

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Use What You Have

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Plan for Your Family’s Future

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Manage Your Growing Wealth

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Sell Your Business or Property

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Transition to Retirement

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Live Off Your Portfolio

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Plan for Later Life

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Leave a Legacy

We take care of your wealth, so you can take care of yourself and those you love.

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“Merriman makes smart investment choices tuned to what I want to do with my money.” Gregg Bloom, Client

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Our Areas of Expertise

We not only manage your wealth, but we create a financial plan specifically tailored for you, with our suite of tools, so you can lead a life where your possibilities are truly endless.

Meet your goals with optimized portfolios.

Investment Management

Meet your goals with optimized portfolios

  • ETFs and Mutual Funds
  • Alternatives
  • Proprietary Strategies
  • Trend Following
  • Personalized Indexing
  • Municipal Bonds
  • SMAs
  • ESG and Values-Based Portfolios
  • Option Collar Strategies
  • Highly Appreciated and Concentrated Position Management
  • 529 College Savings Plan
  • Tax-Loss Harvesting

Financial and Tax Planning

Maximize your after-tax wealth in your lifetime

  • Scenario Analysis
  • Retirement Planning
  • 401(k) Rollovers
  • Roth Conversions
  • Asset Location
  • Social Security Maximization
  • Pension Analysis
  • Health Savings Accounts
  • Employer-Sponsored Retirement Plans
  • Cash Management
  • Stock-Based Compensation Analysis
  • Deferred Compensation Analysis
  • Business Valuation Services
  • Securities-Based Lending Options
  • Navigating Divorce
  • Reverse Mortgages
  • Home Equity Lines of Credit
Maximize your after-tax wealth in your lifetime.
Protect what’s yours from what might happen.

Insurance Planning

Protect what’s yours from what might happen

  • Disability Insurance
  • Long-Term Care Insurance
  • Umbrella Insurance
  • Life Insurance
  • Earthquake Insurance
  • Homeowners Insurance
  • Director/Officer Coverage Insurance
  • Rental Property LLC Insurance
  • 1035 Exchange Analysis

Estate Planning

Ensure your wealth goes where you want

  • Wills
  • Life Insurance Trusts
  • Directed Trusts
  • Powers of Attorney
  • Healthcare Directives
  • Beneficiary Designations
  • Revocable Living Trust
  • Letters of Instruction
  • Trust as IRA Beneficiary
  • Federal and State Estate Tax Planning
  • Gifting Strategies
  • Irrevocable Trusts
  • Estate Settlement
Ensure your wealth goes where you want.
Support organizations you care about.

Charitable Giving

Support organizations you care about

  • Determination of Charitable Intent and Capacity for Giving
  • Donor-Advised Funds
  • Charitable Trusts
  • Stock Donations
  • Foundations
  • Involving the Next Generation
  • Charity as IRA Beneficiary
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“Merriman has done so much to assist with tailored financial planning based on my long-term goals and risk tolerance. I thought I could handle self-directing my planning, but the peace of mind and confidence that comes from working with professionals who are actively protecting your blind spots is worth every penny.” Cory Rutter, Client

[ Disclaimer ]

True wealth isn’t defined by a number.

It’s having the knowledge and understanding of how money works so you can start asking yourself what you want instead of just what you need.

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