Our Clients

Pursuing your own career goals leaves little time to tend to your personal finances. With a busy lifestyle and complicated financial decisions, it can be hard to know where or how to start. Partner with a team who can help you reap the rewards of your hard work, minimize risk, and integrate your corporate life with your wealth plan.

No one understands the life of an entrepreneur quite like an entrepreneur. The mindset of growth and intentionality is built into the DNA of the Merkel Wealth Management. What do you want out of your business? What is your plan for the next three, five, or ten years? We bring a unique perspective to business planning because we have been there ourselves.

If you’re taking care of your family, who’s taking care of you? There are so many choices to be made regarding your own future and the future of your family. From just you and your spouse, to having young children or facing an empty nest and retirement, we’ll help you through every season of life.