Merriman Wealth Management, LLC

Company stock can be a powerful tool for building wealth and achieving financial independence. There are many different strategies for strategically managing company stock during your working career. As retirement approaches, strategic planning for company stock becomes significantly more important. You may have many decisions to make in a limited time, and you don’t want to get it wrong. Maybe the plan has been on “autopilot”, meaning you’ve been accumulating shares through work and then doing nothing with the stock. While that may have worked, now is the perfect time to develop a plan and be intentional with your stock. Want to know more? Keep reading on the blog! https://bit.ly/4c8QLXn #WealthManagement #FinancialPlanning #RetirementPlanning #FuturePlanning #SmartInvesting #EstatePlanning #MoneyManagement #SecureYourFuture #RetireWithConfidence

Truly one of the kindest people on the planet, we are grateful to say Happy 17 years to Paresh! The song “Ain’t No Mountain High Enough” comes to mind because this guy lives the idea every day! Deep caring relationships with the clients he serves combined with an incredible passion for literally climbing, cycling and skiing mega-high mountains makes Paresh a pure example of Living Fully. Thanks for being such an inspiration to both clients and peers at Merriman! #WealthManagement #WealthAdvisor #FinancialPlanning #ClientFirst #TeamGrowth #seattlewashington #LifeAtMerriman

When we first meet a family with company stock compensation, they commonly have an account where their shares have accumulated over the years. Maybe they sold a few along the way to buy a new car or take a vacation, but by and large they’ve done their best to let that money grow for retirement. Or, they’ve seen the number of shares in their account grow but haven’t known what to do with them, so inertia has led them to have more company stock than they feel comfortable with. There are a few reasons why this gives us pause. The biggest of these is the reliance on one company not only to pay your bills now but also to grow your wealth for the next 20+ years and allow you to live comfortably in retirement. To understand more, keep reading https://lnkd.in/gCiPeSRT [Financial advice, wealth management, Pacific Northwest, Pacific Northwest wealth management, consolidated stock, Millenial wealth management, retirement planning, Seattle Washington, Eugene Oregon, Bellevue Washington, money management]

Join us on May 30th at NOON for another informative Lunch & Learn Webinar: Getting the Most Out of Your Company Stock. If this has been part of your compensation plan, how much do you know about maximizing its potential? This casual session will be a conversation about your options, with a live opportunity to get your questions answered! Register @ https://lnkd.in/dQyFt3Gq #concentratedstock #companystock #WealthManagement #FinancialPlanning#TaxPlanninG #RetirementPlanning #FuturePlanning #FinancialFreedom #WealthAtAnyAge #InvestmentStrategies #SmartInvesting #EstatePlanning #InvestmentPortfolio #MoneyManagement #BuildWealth #FinancialAdvisor #RetirementSavings #DiversifyYourPortfolio #InvestingWisdom #FinancialIndependence #PlanForSuccess #TaxEfficiency #FinancialWellness #WealthBuildingTips

Join us on May 30, 12:00 PM PST for some lunch hour financial wisdom on how to build wealth using company stock presented by Wealth Advisors Chris Waclawik and Geoff Curran. REGISTER @ https://lnkd.in/dQyFt3Gq #WealthManagement #FinancialPlanning #FuturePlanning #WealthAtAnyAge #ConsolidatedStock #CompanyStock #PacificNorthwest

Join us on May 30th at NOON for another informative Lunch & Learn Webinar: Getting the Most Out of Your Company Stock. So many folks have it, and then don't know what to do with it! This casual session will be a conversation about your options, with a live opportunity to get your questions answered! Register to reserve your spot!!! https://lnkd.in/dQyFt3Gq #concentratedstock #companystock #WealthManagement #FinancialPlanning#TaxPlanninG #RetirementPlanning #FuturePlanning #FinancialFreedom #WealthAtAnyAge #InvestmentStrategies #SmartInvesting #EstatePlanning #InvestmentPortfolio #MoneyManagement #BuildWealth #FinancialAdvisor #RetirementSavings #DiversifyYourPortfolio #InvestingWisdom #FinancialIndependence #PlanForSuccess #TaxEfficiency #FinancialWellness #WealthBuildingTips

Navigating company stock options and planning for your financial future can seem daunting. But you don't have to do it alone. Grab a bite to eat and join our engaging and lively hour long webinar on Thursday, MAY 30th at Noon. We'll help you understand your options and so you can make choices that align with your long-term goals. Registration is OPEN! Wealth Advisors Chris and Geoff will offer a live Q & A throughout the session, so reserve your spot NOW. https://lnkd.in/dQyFt3Gq #WealthManagement #FinancialPlanning#TaxPlanninG #RetirementPlanning #FuturePlanning #FinancialFreedom #WealthAtAnyAge #InvestmentStrategies #SmartInvesting #EstatePlanning #SavingsGoals #InvestmentPortfolio #MoneyManagement #SecureYourFuture #RetireWithConfidence #BuildWealth #FinancialAdvisor #comnpanystock #DiversifyYourPortfolio #InvestingWisdom #FinancialIndependence #PlanForSuccess #TaxEfficiency #FinancialWellness #WealthBuildingTips #Budgeting101 #WealthCreation #FinancialGoals #MoneyMindset #FinancialSecurity

In case you missed it...check out our recent Quarterly Update webinar and hear CIO Kristi DeGrys and Wealth Advisor Sierra Butler bantering about the state of the financial world right now. Follow the link to access the replay.https://https://lnkd.in/dHKFkUpd #springishere #planning #goals #goalplanning #planningahead #retiredlife

It is not too late! Join us on Tuesday, April 30th at 8:30 am for some financial wisdom presented by CIO Kristi de Grys & Wealth Advisor Sierra Butler. This will be an informative Q&A conversation between Sierra and Kristi on what you need to know about the financial world right now! Can't make it tomorrow? Register anyway and we will send you a link to the recording to watch at your convenience. Register at: https://lnkd.in/dHKFkUpd #investmentmanagement #wealthmanagement #financialplanning #seattlewashington #eugeneoregon #bellevuewashington #pacificnorthwestlife #Buildwealth #womeninfinance #femalefinancialadvisor

Join us on NEXT Tuesday, April 30th at 8:30 am for some financial wisdom Presented by CIO Kristi de Grys & Wealth Advisor Sierra Butler. This will be an informative Q&A conversation between Sierra and Kristi on what you need to know about the financial world right now! Join us LIVE to ask YOUR questions!! Register at: https://lnkd.in/dHKFkUpd #investmentmanagement #wealthmanagement #financialplanning #seattlewashington #eugeneoregon #bellevuewashington #pacificnorthwestlife #Buildwealth #womeninfinance #femalefinancialadvisor