Merritt Wealth Management | Financial Advisors | WY

Your Trusted Guide

The clear path to your financial future begins here.

You can rely on the Merritt Wealth Management team because we are a local firm that understands the challenges you face. As your trusted neighbor and friend, we’ll give you the one-on-one attention and support we believe is so critical to your success.

Fiercely Independent Advice

Singularly focused on your goals

If you are like most of our clients, you are a rugged individualist who is fiercely independent. We believe you deserve the kind of impartial guidance you can only get from a seasoned, independent financial advisor. That’s why we are solely focused on your best interest.

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A Spectrum of Planning Strategies

We’ve been serving the specialized needs of hard-working families, business owners, ranchers, and individuals working in the oil and gas industry for decades. We offer the strategies to address your needs.

Retirement Planning

Proper planning to pursue the retirement lifestyle you envision.

IRAs and 401(k) Plans

Take advantage of tax-deferred strategies to help enhance your retirement savings.

Estate Planning

Create a plan to support your loved ones and help preserve your legacy.

Life Insurance Planning

Help protect your family’s financial stability with effective planning.

Tax Planning

Minimize the tax burdens you face now and in the future.

Education Planning

Explore savings program to help address higher education expenses.

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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