Overview About Merino Wealth

Jessica Merino launched Merino Wealth because she knew she could more effectively help her clients without the product requirements of a big financial firm. Merino Wealth’s Independent, fee-only structure enables everyone on the team to put clients first, exemplifying the firm’s core values. Merino Wealth takes on clients who are interested in comprehensive financial planning and asset management, advising them with an open and down-to-earth approach. Jessica has built the perfect team to help with every aspect of your financial life — read about their motivation below and get started today!