Merriman Wealth Management
One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Company Overview
- Careers at Merriman
Sentiment Analysis
I came upon a blog article and reached out to go deeper into the technical aspects of taxes, and Scott took the time to delve into complex tax topics and answer my questions.
They seem to make smart, conservative investment choices that are tuned to how long I plan to keep my money.
From our very first meeting, where they matched us with our financial advisor, to every subsequent meeting with Sierra, we have been blown away at the level of attention and detail in their services.
This fact, coupled with his deep knowledge of finances and fiduciary morals makes every call/meeting a genuine pleasure.
Aaron Spencer has been our advisor since before the "Great Recession".
Their system is a well rounded approach to all aspects of your life to make it better for you.
Merriman is the place to be if you want your money invested wisely, and as if you invested it yourself.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.