Wealth Management

We assist our clients through the life cycle of their wealth. The three phases of an investor’s financial life are:

  • Wealth Accumulation
  • Wealth Preservation
  • Wealth Distribution

We walk our clients through the process of wealth during life and at death in the most efficient manner possible. We serve as primary consultants for our clients. This simply means that in addition to our investment management, we work with teams of other professionals to help meet our client’s essential financial needs, such as:

  • Estate Planning Strategies
  • Tax Planning
  • Insurance and
    Risk Management
  • Business Valuation
  • Alternative Investments
  • Philanthropic and
    Social objectives
  • Etc…

Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Merritt Capital Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CT, FL, IL, IN, MA, MD, ME, NH, NJ, PA, RI, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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