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.
Start Investing
Use What You Have
Plan for Your Family’s Future
Manage Your Growing Wealth
Sell Your Business or Property
Transition to Retirement
Live Off Your Portfolio
Plan for Later Life
Leave a Legacy
We take care of your wealth, so you can take care of yourself and those you love.
“Merriman makes smart investment choices tuned to what I want to do with my money.” Gregg Bloom
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.
Investment Management
Meet your goals with optimized portfolios
Financial and Tax Planning
Maximize your after-tax wealth in your lifetime
Insurance Planning
Protect what’s yours from what might happen
Estate Planning
Ensure your wealth goes where you want
Charitable Giving
Support organizations you care about
“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
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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