1901 NORTHWEST BOULEVARD,
Growing wealth is more than account balances – it’s really a mindset. You may have heard people talk about a “growth mindset” before, but this is just the way we think about everything at Merkel. This stage of your financial life is crucial, and it’s one that everyone is concerned about. Questions around saving the “right way” and saving “enough” are the main concerns our clients bring to us. They are not easily answered with a one-size-fits-all plan – it takes a customized strategy with consistent effort.
The right coaching as you grow your wealth can make a difference, but it’s all about understanding what you want to do and who you want to be. In order to gain that understanding, we take the time to actively engage with you and your family to learn about you, what brings you joy, what you see for your future, what challenges you may be facing, and what your highest-priority objectives are.
The products and solutions we offer you are merely the outcome of what we learn about you, your family, your business, and your goals. They are tools that help us get the job done. At the end of the day, we are here to help you preserve your wealth for those you love.