Merino Wealth Management

Merino Wealth Management is a Chicago-based financial advisory company that simplifies financial planning to help clients manage their money and meet their goals. We help with personal savings, retirement planning, and employee benefits consulting. We believe your portfolio can be a potent tool to help you and your loved ones achieve amazing things. These complex decisions may be stressful and daunting. We will transfer your investments to you, taking over the onerous task of administering them daily. Our goal is to make it simple for you to identify cost-effective solutions that work with your objectives and to maintain them.