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.

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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.

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Retirement Planning

Proper planning to pursue the retirement lifestyle you envision.

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IRAs and 401(k) Plans

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

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Estate Planning

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

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Life Insurance Planning

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

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Tax Planning

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

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Education Planning

Explore savings program to help address higher education expenses.

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