Our mission at Merino Wealth is simple.
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We accept all clients without discrimination or bias, but we have a strong passion for helping women to get more out of their financial lives. Our specialty lies in helping Gen X, Xennial, and Millennial female entrepreneurs to manage their busy financial lives. We believe that all women deserve to feel comfortable and confident in their financial decisions.
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As a CERTIFIED FINANCIAL PLANNER™, we meet the very highest requirements in the industry in terms of ethics, education, experience and exam. We are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals.
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OUR INVESTMENT PHILOSOPHY
At Merino Wealth, we believe that your portfolio is a tool to help you achieve great things for yourself and your family. We also understand that making these decisions can seem daunting and overwhelming. Transferring your investments to Merino Wealth will move the responsibility of the day to day management to us giving you one less thing to worry about. It’s our goal to help you cut through the noise to provide you with cost effective options that align with what’s important to you-achieving your goals.
Here are the fundamentals that sit at the core of our investment philosophy:
- Alignment of your portfolio with your goals, values, and priorities
- Responsible asset allocation strategies
- Low cost investments
- Transparent fees
- ESG (Environmental, Social, Governance) Investing
- Gender Lens Investing
- A “no question is considered stupid” policy
Our Core Values
Help clients financially, emotionally, and ethically.
Do what’s right.
Create sincere & memorable
relationships.
Make powerful choices.
Pursue your possibilities.
Be passionate. Be committed. Be approachable.
Be the boss of your life.
At Merino Wealth, we believe that your portfolio is a tool to help you achieve great things for yourself and your family. We also understand that making these decisions can seem daunting and overwhelming. Transferring your investments to Merino Wealth will move the responsibility of the day to day management to us giving you one less thing to worry about. It’s our goal to help you cut through the noise to provide you with cost effective options that align with what’s important to you-achieving your goals.
Here are the fundamentals that sit at the core of our investment philosophy:
- Alignment of your portfolio with your goals, values, and priorities
- Responsible asset allocation strategies
- Low cost investments
- Transparent fees
- ESG (Environmental, Social, Governance) Investing
- Gender Lens Investing
- A “no question is considered stupid” policy
Our Core Values
Help clients financially, emotionally, and ethically.
Do what’s right.
Create sincere & memorable
relationships.
Make powerful choices.
Pursue your possibilities.
Be passionate. Be committed. Be approachable.
Be the boss of your life.
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Living in United States
Located in 211 West Wacker Drive, FL 3 Chicago, IL, 60606 United States
