Merino Wealth Management

Merino Wealth Management At Merino Wealth Management, we take a down-to-earth approach to help you achieve your financial and

Disclosure Information

Merino Incorporated dba Merino Wealth Management (“MWM”) is a registered investment advisor offering advisory services in the State of IL and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advi

sory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by “MWM” in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of “MWM”, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Merino Wealth Management ADV: https://adviserinfo.sec.gov/firm/summary/317535

Financial Industry Regulatory Authority: https://www.finra.org/ #/

Securities Investor Protection Corporation: https://www.sipc.org/

Merino Wealth Management holiday dinner at Schwa…what an experience!
12/17/2023

Merino Wealth Management holiday dinner at Schwa…what an experience!

Happy Halloween from the team at Merino Wealth!
10/31/2022

Happy Halloween from the team at Merino Wealth!

Merino Wealth is hiring! We're looking for a down-to-earth, detail-oriented, problem solver to join our team as a Finan...
10/28/2022

Merino Wealth is hiring! We're looking for a down-to-earth, detail-oriented, problem solver to join our team as a Financial Planning Associate. This person will interact daily with some of our awesome clients as their "go-to" for all things back office. It's a hybrid role reporting to our downtown Chicago office. Our culture is laid back with a big focus on quality and accuracy while empowering our clients to reach their possibilities. Perks a include 4 Day Work Week, 401(k), Health Insurance, professional development resources, and more! Check out the formal job post:
https://www.linkedin.com/jobs/view/3330536296

08/22/2022

Madeline and Jessica welcomed Merino Wealth's new Executive Assistant Misty Lattimore to the team this summer. There's no better way to celebrate than over a cocktail!

Last week baby Jax joined his mommy, Madeline, and Erin for our daily team meeting while home during a school quarantine...
08/11/2022

Last week baby Jax joined his mommy, Madeline, and Erin for our daily team meeting while home during a school quarantine. Thankfully he tested negative and team will be baby free tomorrow!

We understand things are uncertain right now--especially with the stock market. Nevertheless, it can still be a great id...
08/04/2022

We understand things are uncertain right now--especially with the stock market. Nevertheless, it can still be a great idea to invest -- but only if you're in a strong enough financial position to do so and only if you have the right attitude and approach. It is never a good idea to sacrifice your near-term financial security in order to achieve long-term success.

Did you know that we’ve added crypto industry exposure to our portfolios? We’re still pretty traditional in our investm...
08/01/2022

Did you know that we’ve added crypto industry exposure to our portfolios? We’re still pretty traditional in our investment management approach, but we love integrating “out of the box” strategies when we can. Learn more about our investment philosophy: https://www.merinowealth.com/investment-philosophy

If you're just getting started on your financial planning journey, here are some action items and topics to think about ...
07/28/2022

If you're just getting started on your financial planning journey, here are some action items and topics to think about before you reach out to a financial advisor.

Join us in wishing a very Happy Birthday to Merino Wealth's Financial Planning Associate Madeline!
07/26/2022

Join us in wishing a very Happy Birthday to Merino Wealth's Financial Planning Associate Madeline!

There are so many Americans that have yet to begin investing--perhaps due to myths like:"You need a lot of money to inve...
07/21/2022

There are so many Americans that have yet to begin investing--perhaps due to myths like:

"You need a lot of money to invest."
"Investing is too risky."
"I'll have to pay too many fees."

But in actuality, investing can help you build wealth, generate income, lower taxes, take an early retirement, or reach other financial goals. Merino Wealth can help you create a personalized, comprehensive financial plan that includes smart investing to reach your goals.

07/14/2022

Baby Jax just turned 1 and is ready to help around the office! Looks like he might need some additional training before...
07/12/2022

Baby Jax just turned 1 and is ready to help around the office! Looks like he might need some additional training before we give him access to trade any client accounts. 🤣

Address

20 N. Wacker Drive , Suite 3120
Chicago, IL
60606

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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