Merriman Wealth Management

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.

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

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.

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."

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.