How can you reach your financial possibilities while staying true to what's important to you? 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.
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 financial planning for all women is important, and women deserve to feel comfortable and confident in their financial decisions.
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 financial planning for all women is important, and women deserve to feel comfortable and confident in their financial decisions.
Services
Meet The Team
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Jessica's interest in finances started long before she knew what financial planning was, back when she was about 9 years old. For birthdays, she surpassed the usual doll and board game requests and instead asked for shares of stock, as she was much more fascinated with the stock market.
In high school she began investing her own money which lead her to pursue a Bachelor's Degree in Finance, Investments, & Banking from the University of Wisconsin-Madison in 2004.She took a position as a financial advisor at a large firm where she worked for 11 years before starting Merino Wealth.
In high school she began investing her own money which lead her to pursue a Bachelor's Degree in Finance, Investments, & Banking from the University of Wisconsin-Madison in 2004.She took a position as a financial advisor at a large firm where she worked for 11 years before starting Merino Wealth.
Asset Management
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When we work together, we'll review your entire portfolio and help you to transfer your accessible accounts to Merino Wealth. This is our area of expertise. Let us take this off your hands. Through account consolidation at Merino Wealth, we'll streamline your strategies and continue to build your wealth together.
Client Profiles
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No matter how you find us, or where you are in your financial life, Merino Wealth can empower you to reach your possibilities. As a divorced dad with a toddler at the time, he made an impressive job change with an opportunity to grow his investing. Merino helped him consolidate and reinvest his mix of retirement accounts to increase returns.
Investment Philosophy
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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.
Faq
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We believe that everyone could benefit from some form of financial planning, but at Merino Wealth we find that we do our best work for clients who have the ability to allocate at least $1,500/mo. We also find that big life transitions such as starting a new job, divorce, marriage, having a child, receiving a promotion, a relocation, or a financial windfall can be great opportunities to engage in professional financial advice.
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