Broker Check

Making Financial Decisions for your Family

Client Centered

Who makes the decisions in your family? How do you decide what gets done and when?

Many times, women take the lead as the family CEO. Their decisions can be as seemingly mundane as decisions about what to order on Amazon, but they can also make larger financial decisions like how much money to save each month, which type of college funds to setup, or even what the family’s retirement timeline looks like.

Whether you’re a man or a woman, you’re likely taking care of these financial decisions for your family while climbing a corporate ladder or running a business. Let’s face it: life is busy for all of us. Managing the daily tasks of family life (things like running errands, keeping track of schedules, sports games and meetings!) is a juggle alone. Add in financial decisions and you’ve got a very full plate.


At Merkel Wealth Management, we are dedicated to helping families thrive. Don’t exhaust yourself running from task to task,

stressing about your financial future. Work alongside our team, and gain focus and clarity for your future. Let us look for risks and help you evaluate all the options when it comes to retirement, insurance, savings, and more.


Your time is valuable and you want to spend it wisely. Partner with the Merkel Wealth Management team to help you make sound financial decisions for your family.


Benefit 1

We create strategies that are tailored to your needs and goals.

Benefit 2

Years of experience have prepared us to guide you through your life transitions.

Benefit 3

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Benefit 4

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.