What are the opening hours?

Monday 7am - 4pm Tuesday 7am - 4pm Wednesday 7am - 4pm Thursday 7am - 4pm Friday 7am - 4pm

Merriman Wealth Management

Home
United States
Seattle, WA
Merriman Wealth Management

Merriman is a wealth management firm with offices in Seattle & Bellevue WA and Eugene, OR.

Merriman does not solicit any testimonial or endorsement activity, and provides no compensation, cash or otherwise, for such. Opinions presented herein are solely that of the author/poster and may not be considered representative of every client or non-client experience. Testimonials may be provided by current clients and endorsements may be provided by persons other than current clients. There ar

e no material conflicts of interest to note on the part of the person or entity giving the testimonial or endorsement and Merriman’s relationship with such person or entity.

02/27/2025

Big things ahead! Merriman is now part of Focus Partners Wealth, allowing us to offer even more tailored financial solutions and support. We’re ready to help you achieve your financial goals with even greater strength and insight.

02/01/2025

We are pleased to share that, as of today, we have officially transitioned to our new name, Focus Partners Wealth. This move allows us to provide our clients with more expansive resources while remaining deeply connected with you. As we will be retiring our current page soon, we encourage you to follow us on our new social media handle Partners Wealth on Facebook and LinkedIn for the latest news, educational articles, events, and more.

01/09/2025

Join us on Thursday, January 23 at 8:30 am for some financial wisdom presented by CIO Kristi de Grys and Director of Wealth Management, Tyler Bartlett. This will be an informative Q&A conversation between Tyler and Kristi on what you need to know about the financial world right now!

Register at: https://bit.ly/4fqSF6h

01/01/2025

Welcome 2025! We are excited for the journey ahead and hope you are too!

12/23/2024

With a thoughtful approach to charitable giving, you can amplify your impact, potentially reduce your tax burden, and balance generosity and financial security.

Our advisors are always here to help you navigate important decisions regarding charitable giving strategies.

Read the full blog post: "Strategic Charitable Giving: Exploring Planned Giving Options and Tax Advantages" at https://bit.ly/3CYD94d.

12/19/2024

Aries is a delightful team member who never seems flustered or irritated. His even-keeled personality means he's always welcoming and interested in hearing about weekend plans, a great restaurant pick or comparing notes on what your puppy chewed that week. Aries and his family enjoy time with their young Labrador Retriever, Georgie and are waiting patiently for her to grow out of "whatever stage THIS is."

12/16/2024

Not every strategy will suit everyone, and what makes sense for you may change from year to year. To develop a charitable giving plan that aligns with your financial and philanthropic goals, work with a financial planner. Our advisors are always here to help you navigate through important decisions regarding charitable giving strategies.

Read the full blog post: "Strategic Charitable Giving: Exploring Planned Giving Options and Tax Advantages" at https://bit.ly/3CYD94d.

12/12/2024

Before you reach for your checkbook, let’s explore different charitable giving options that may maximize your impact—and, in some cases, offer tax benefits.

Read the full blog post: "Strategic Charitable Giving: Exploring Planned Giving Options and Tax Advantages" at ...

Facebook: https://bit.ly/3CYD94d
Instagram: https://bit.ly/41iuDXN
LinkedIn: https://bit.ly/49BMP0R

12/10/2024

Charitable giving is a powerful way to support causes you care about, whether through cash donations, volunteering your time, or leveraging tax-efficient strategies. While donating cash is the most straightforward approach, it may not always be the most effective for your financial situation.

Read the full blog post: "Strategic Charitable Giving: Exploring Planned Giving Options and Tax Advantages" at https://bit.ly/3CYD94d.

12/05/2024

Rodney is dedicated, knowledgeable and perhaps most importantly, incredibly PATIENT. As our resident IT Wizard, he handles our security and tech issues with a steady hand and seems to never actually point and laugh when faced with silly questions from the rest of us. We are grateful to you, Rodney! Then again, maybe with three kids and two dachshunds, a day at Merriman is like a walk in the park? Happy Anniversary to Mr. IT Guy!!!

Address

920 5th Avenue, Suite 2720
Seattle, WA
98104

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Website

http://www.merriman.com/

Alerts

Be the first to know and let us send you an email when Merriman Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Merriman Wealth Management:

Shortcuts

Want your business to be the top-listed Finance Company in Seattle?