Description: At Merriman, we manage your wealth so you can lead your best life. Get started now.
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Discover what is means to actually have “enough,” and learn to recognize the traits of “financial immortality.” Spoiler alert: It’s not as great as it sounds!
You may very well be among those who can literally afford to spend more on the things you enjoy while also sharing your wealth with the causes and people that matter to you most.
We employ a proactive and collaborative process to understand who you are and what you want to accomplish so we can implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.
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