Merriman Wealth Management, LLC

Take the guesswork out of managing your assets and distributing your wealth after you are gone while also saving on taxes, decisions and unnecessary worry for your loved ones. Estate Planning is one of the best things you can do for your family. Grab your lunch and join our live webinar co-hosted by Wealth Advisors Geoff Curran and Lowell Parker for a detailed discussion on what’s involved in estate planning and how to get started. You'll also have an opportunity to ask questions in real time! Can't attend live? No problem, register anyway and we'll send you the recording after! 12:00 PM PST | Thursday. Nov. 7, 2024 Register at: https://bit.ly/3Yfsk6h

Mike is a super-dedicated Dad to three kids, the youngest of which was just born this past summer! He glows when talking about his family, and he brings that same passion to clients when helping them set goals and make financial decisions that will positively impact their future. Mike’s friendly, easy-going manner makes him an ideal co-host for many of our Lunch & Learn Webinars – we appreciate that! When not working with clients or teaching in front of the camera, Mike loves the PNW and enjoys the outdoors by hitting the trails with his family or playing golf.

Many Americans have strong feelings and genuine concerns about the upcoming election. While the outcome will certainly affect the country’s politics, which party is in power has historically had little effect on markets. Read our blog where we try to clear up some common misconceptions to provide confidence that staying the course before and after the upcoming presidential election provides the best course of action. Read the full blog at: https://bit.ly/3UbaJJI

Take the guesswork out of managing your assets and distributing your wealth after you are gone while also saving on taxes, decisions and unnecessary worry for your loved ones. Estate Planning is one of the best things you can do for your family. Grab your lunch and join our live webinar co-hosted by Wealth Advisors Geoff Curran and Lowell Parker for a detailed discussion on what’s involved in estate planning and how to get started. You'll also have an opportunity to ask questions in real time! Can't attend live? No problem, register anyway and we'll send you the recording after! 12:00 PM PST | Thursday, Nov. 7, 2024 Register at: https://bit.ly/3Yfsk6h

Take the guesswork out of managing your assets and distributing your wealth after you are gone while also saving on taxes, decisions and unnecessary worry for your loved ones. Estate Planning is one of the best things you can do for your family. Grab your lunch and join our live webinar co-hosted by Wealth Advisors Geoff Curran and Lowell Parker for a detailed discussion on what’s involved in estate planning and how to get started. You'll also have an opportunity to ask questions in real time! Can't attend live? No problem, register anyway and we'll send you the recording after! 12:00 PM PST | Thursday, Nov. 7, 2024 Register at: https://bit.ly/3Yfsk6h

Many Americans have strong feelings and genuine concerns about the upcoming election. While the outcome will certainly affect the country’s politics, which party is in power has historically had little effect on markets. Read our blog where we try to clear up some common misconceptions to provide confidence that staying the course before and after the upcoming presidential election provides the best course of action. Read the full blog post here: https://bit.ly/3UbaJJI

What You Need to Know About Compensation Packages A compensation package is the complete set of benefits your company offers and pays for on your behalf. In addition to your base salary, a compensation package may include bonuses or incentives, stock options and equity, health and wellness benefits, and a retirement plan. Picture a staircase or ladder; at the top of your ladder is where all your dreams (or financial goals) come true! Read the full blog post on "Climbing the Compensation Ladder: Key Steps to Evaluate Job Offers" https://bit.ly/4eydw7Y

Join us tomorrow Thursday, October 17 at 8:30 am for some financial wisdom presented by CIO Kristi de Grys & Wealth Advisor Paresh Kamdar. This will be an informative Q&A conversation between Paresh and Kristi on what you need to know about the financial world right now! Register: https://bit.ly/3LaqRXf

You’ve completed numerous rounds of interviews and have been offered an exciting new job…congratulations! Before accepting the position, it’s essential to look beyond the salary and consider how the entire compensation package will impact your long-term financial goals. While the process may be overwhelming, there is a methodical way to approach it so you can find peace of mind about your new career path. Want to know more? Read the full blog post on "Climbing the Compensation Ladder: Key Steps to Evaluate Job Offers" https://bit.ly/4eydw7Y

It’s hard to believe Joseph joined the firm only a YEAR ago because he has fit in seamlessly. Despite his Florida roots, this guy has adapted to the PNW weather, culture and lifestyle by enjoying the water, mountains, beautiful vistas and vibrant social scene of Seattle (though often with a jacket ON because…”it’s cold here!”). He’s a smart guy and clients will appreciate his technical expertise combined with a super warm personality. He might also get the award for living closest to the office setting a new gold standard for dedication. We appreciate you, Joseph, and are so glad to have you on our team!