Merino Wealth Management

Merino Wealth is a dedicated financial advisory firm that takes a down-to-earth approach to support clients in navigating their personal financial planning paths. Our main areas of focus include retirement planning, employee benefits consultation, education funding, cash flow management, insurance review and planning, and more. We believe in providing personalized savings strategies, investment management, business financial planning, tax diversification, and family finances services to help our clients effectively manage their finances and achieve their financial goals.

Our Services

At Merino Wealth, we specialize in fee-only financial planning and investment management services. Our team of qualified financial advisors meets the very highest requirements in the industry in terms of ethics, education, experience, and exams. We are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals. Here are some of the specific services we offer:

• Retirement planning: We help clients plan for their future retirement by analyzing their current financial situation, identifying their retirement goals, and developing a customized plan to help them achieve those goals.
• Employee benefits consultation: We help clients understand and maximize their employee benefits, including 401(k) plans, stock options, and other benefits.
• Education funding: We help clients plan and save for their children's education, including 529 plans and other education savings options.
• Cash flow management: We help clients manage their cash flow and develop a budget that aligns with their financial goals.
• Insurance review and planning: We help clients review their insurance policies and develop a plan to ensure they have the right coverage to protect themselves and their families.
• Personalized savings strategies: We work with clients to develop a personalized savings plan that takes into account their income, expenses, and financial goals.
• Investment management: We help clients manage their investments and develop a customized investment strategy that aligns with their risk tolerance and financial goals.
• Business financial planning: We help business owners plan for the future of their business, including succession planning, retirement planning, and more.
• Tax diversification: We help clients diversify their tax exposure by investing in a mix of taxable and tax-advantaged accounts.
• Family finances: We help clients manage their family finances and develop a plan to ensure their financial security.
• Socially responsible investing: We help clients invest in companies that align with their values and make a positive impact on society.
• Gender lens investing: We help women invest in companies that support gender diversity and equality.

At Merino Wealth, we are dedicated to providing personalized financial planning and investment management services that help our clients reach their financial possibilities while staying true to what's important to them. Contact us today to learn more about how we can help you achieve your financial goals.