Anyone can hold the helm when the sea is calm... It’s when the storm comes that you’re happy you have a professional steering the ship.

Mission

To help clients achieve their own unique goals by managing their assets in a manner that seeks to maximize their probability of success. We want to be the core manager for portfolios benchmarked against the S&P 500.

Approach

We have an experienced and educated approach to both investing and risk management that is both simple and honest. We focus on our core competency and serve our clients through teams of professionals, with whom we work in alliance.

T. Boone Pickens once stated that "Money is to be respected; One of the worst things you can do is handle another person's money without respect for how hard it was to earn." We respect our clients investments and weigh both the risks and the opportunities, knowing that one never comes without the other. If you’re serious about your investments and value professional asset management and advice—let us be your guide. We will help navigate you to your destination.

Merritt Capital Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CT, FL, IL, IN, MA, MD, ME, NH, NJ, PA, RI, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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