Our process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between you, our team, and outside professionals if needed. The Merriman team offers experience with all types of money management issues. Some of our areas of expertise include
We help put you on a path to reach your goals.
Our review process creates opportunities to manage your wealth and minimize tax consequences.
We’ll help you get the most out of your assets and help provide solid tax strategies.
In these turbulent market times it is often helpful to have a second set of eyes look at your financial plan.