At Merrick Wealth Management Inc., our clients are typically sophisticated consumers who have sought out a trusted financial planner and executive benefit consultant who can provide independent fee-for-service advice. Our clients engage us to create and maintain thoughtful comprehensive financial plans and employee benefit solutions to achieve their goals.


Unifying characteristics of our Clients who best benefit from working with our firm are:

*Those that trust us and appreciate our expertise in the fields of executive financial planning, wealth management, benefit plan design, investments and estate planning.

*Honest with us, and are willing to fully disclose their assets, values, goals, and concerns.

*Decisive and proactive with their financial decisions that effect their lives.

*Extremely busy with their careers and businesses and don’t have the time to manage their money themselves. They work in dynamic businesses and professional fields and enjoy what they do.

*Oriented towards reaching goals and capital preservation of their money or being good corporate citizens. They have a responsibility to invest in the future, in themselves, and in others.

*Referred to us by a client who has benefited from our professionalism and skills.

*Those which have a basic understanding of investment markets, investment products, value financial planning and benefit plans and are highly motivated to work with the Merrick Wealth Management Team.

*Those who fully understand the value of our services, advice and relationship. It is through this mutual understanding, that allows us all to be successful and profitable in both our professional and personal relationships.


Typically, our services are of most value to individuals who have at least:

$200,000 or more of combined annual income
OR
$2,500,000 or more of net worth

Our services are of most value to companies with:

$400,000 or more of combined annual income
OR
$3,500,000 or more of net worth