How can you reach your financial possibilities while staying true to what’s important to you?

With qualified advice, that’s how.

At Merino Wealth, we take a down-to-earth approach to support clients navigating their personal financial paths with a focus on:

  • Retirement planning
  • Employee benefits consultation
  • Education funding
  • Cash flow management
  • Insurance review and planning
  • Personalized savings strategies
  • Investment management
  • Business financial planning
  • Tax diversification
  • Family finances
  • And more!
 

As a CERTIFIED FINANCIAL PLANNER™, we meet the very highest requirements in the industry in terms of ethics, education, experience and exam. We are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals. 

 
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We accept all clients without discrimination or bias, but we have a strong passion for helping women to get more out of their financial lives. Our specialty lies in helping Gen X, Xennial, and Millennial female entrepreneurs to manage their busy financial lives.  We believe that all women deserve to feel comfortable and confident in their financial decisions. 

 

Feel less stressed and more confident in your financial decisions.

Make more efficient progress towards your financial goals.

Receive clarity on where your money is going.

Obtain on expert opinion on what’s going on with your portfolio.

Transfer the legwork of your financial planning to team of experts.

Receive a holistic view of your financial situation.

Get clarity on your financial goals and priorities.


 

Personalized Advice

 

Cash Flow Assessment

Family Finances

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Holistic Asset Management

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Plan for Retirement

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Plan for a Home

 

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Plan for College

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Insurance Planning

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Business Financial Planning

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Employee Benefits Advice

Ethical Investing

Gender Lens Investing

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Tax Diversification

Remote Financial Services

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Online Scheduling

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Transparent Fees