Founded on the principle of providing objective, client-centered financial guidance, Merrimack Wealth Management operates as a fiduciary for its clients. The firm specializes in creating customized financial plans and managing investment portfolios for high-net-worth individuals, families, and institutions. Their services encompass retirement planning, investment management, estate planning, tax strategies, and risk management, all delivered through a fee-only model to avoid conflicts of interest associated with commissions.

Founded in

United States