Phuc Dang Email & Phone Number

Merriman Wealth Management, LLC has been helping clients invest their money for over 35 years. We manage over $2 billion for clients all across the country. I work with successful families to make smart decisions with their money. I help my clients preserve and grow their wealth, minimize taxes, provide for heirs, protect their assets, and to the extent they are charitably inclined, maximize the effectiveness of their gifts.I work collaboratively with my clients to identify where are now, where they want to go, and the gaps for getting there. Along with my team of experts, I create a unique financial plan that serves as a road map for accomplishing my clients' most important goals. Through ongoing monitoring and support, I help ensure my clients are on the right track so they can make adjustments when necessary before it's too late.As a Certified Public Accountant and Certified Financial Planner, I'm well-equipped to provide my clients with sound, objective advice. I feel fortunate to work for a great company with caring colleagues, and to be able to make a difference in my clients' lives. It's the most rewarding feeling I know! When I'm outside of the office, I enjoy spending time with 25 nephews and nieces, playing Eurostyle board games with friends, or shooting pool in the local APA league! Please reach out if you would like to explore how Merriman can help you.

Listed skills include Wealth Management, Retirement Planning, Estate Planning, Income Tax Planning, and 5 others.

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  Uw Foster School Of Business

  Accounting