Client Profiles

No matter how you find us, or where you are in your financial life, Merino Wealth can empower you to reach your possibilities.

alex

‘Alex’ was referred to Merino Wealth by his CPA in 2017. As a divorced dad with a toddler at the time, he made an impressive job change with an opportunity to grow his investing. Merino helped him consolidate and reinvest his mix of retirement accounts to increase returns. We helped him assess his goals and get a clear picture of his new cash flow.  

jude

‘Jude’ values her time and independence and even took a small pay cut for a new position with more freedom. After finding Merino Wealth on a local business review website in 2019, we helped her focus on paying off her mortgage early, consolidate accounts, and simplify her investments so that her time became her own.

emily

In 2016, ‘Emily’ was fed up with her current advisor, when her friend recommended Merino Wealth. We have helped Emily with an inheritance, and even helped her purchase an engagement ring for ‘Anna’. They each enjoy six figure salaries and we help them maximize their ESPP(Employee Stock Purchasing Plan) and accelerating bonuses, while saving and investing one whole income.   

jack & haley

‘Jack and Haley’ came to Merino Wealth in 2018 when the first of their two children arrived. They had great income, but credit card debt was holding them back. Merino helped them merge finances for a greater impact, manage company stock offerings, and purchase a new home, keeping their old condo as a rental.