In Your 40s and 50s

Meet and Exceed Your Financial Goals

When you have your wealth working for you, you have more time to do what matters to you most, like in this collage of photos where two women are hiking, a family is laughing and connecting around the dinner table, and a father hugging his daughter at graduation.

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, Client

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Where You Are

  • You’re starting to think long-term when it comes to future life goals, but also want to have enough time to enjoy the present and make time for what matters most.
  • You don’t have the bandwidth to research financial planning, tax services, and tax planning yourself and would like to speak with a financial advisor who will explain your choices and help maximize your wealth.

Where You Could Be

  • You feel good about having a wealth management plan in place and know the future is set up to look the way you want it to. You feel relieved knowing everything is taken care of and you have the resources to fully enjoy life.
  • You feel confident moving forward—you’ve actively planned for retirement, bought that vacation home you always dreamed about, get to travel for leisure now instead of for work, and you know that your money is working for you.

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

Begin your financial journey with people that you can trust, like in this photo of two smiling young women meeting with a Wealth Advisor sitting at a desk in a downtown office with a bouquet of flowers and beautiful art on the wall.

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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