In Your 40s and 50s
Meet and Exceed Your Financial Goals

In your 40s and 50s, the things that kept you busy earlier in life have changed—your responsibilities, your career, and your family.
Your children may be more independent but your parents may be relying on you more. As you’ve climbed the career ladder, your success has grown and so has your financial complexity. You’re looking for a financial advisor who has the expertise to handle your wealth while providing wise counsel as you navigate life decisions.

"I stand by my decision to become and remain a Merriman client." –Jason Horwege
Where You Are
Where You Could Be
How We Get You There

Tax-aware management of highly appreciated stock positions

Support in preparing a comprehensive estate plan including wills, Powers of Attorney, and Healthcare Directives

Proactive tax planning for complex compensation structures

Pre- and post-sales tax planning and investment strategies to offset the tax bill

Cost-effective insurance that protects what is yours

Access to proprietary investment strategies and funds

FDIC-insured, high-yield cash management accounts

Charitable giving through Donor-Advised Funds

Securities-based lending solutions

Start living the life you want with the help of a trusted financial advisor.
At Merriman, we help you make informed decisions that set you financially free with the right education, tools, and advice. With us as your trusted partner, you know you’ll have the freedom of choice to do what you love and be able to look forward to your future.
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