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, Client

[ Disclaimer ]

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

“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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