Merritt Wealth Management

Who We Are

Merritt Wealth Management is a local financial planning firm serving individuals, families, and businesses in the greater Douglas, Wyoming area. We prioritize independent and personalized guidance, empowering our clients to confidently pursue their financial aspirations. With decades of experience under our belts, we understand the unique challenges in managing investments, navigating market volatility, and securing your financial future.

Our Story

Founded on the belief that everyone deserves access to expert financial guidance, Merritt Wealth Management has been serving the specialized needs of hard-working families, business owners, ranchers, and individuals in the energy industry for generations. We have evolved from a small, family-run business into a trusted financial planning resource, maintaining our commitment to personalized attention and customized strategies.

Our Team

Our experienced team is led by Courtney Baxter, a seasoned financial advisor with a proven track record. Supported by a skilled research team, we work relentlessly to provide comprehensive financial solutions tailored to your unique needs. We believe in open communication, transparent planning, and building lasting relationships with our clients.

How We Help

We offer a comprehensive range of services designed to address all aspects of your financial life:

• Retirement Planning: Tax-efficient strategies to maximize your retirement savings and ensure a comfortable post-career lifestyle.
• Estate Planning: Creating a detailed plan to safeguard your assets and protect your loved ones.
• Life Insurance Planning: Securing financial protection for your family in the event of unexpected loss.
• Tax Planning: Minimizing your tax burden through strategic planning and investment options.
• Education Planning: Setting up savings plans to fund your children's or grandchildren's higher education expenses.

Our Commitment

At Merritt Wealth Management, we are committed to:

• Providing independent and unbiased guidance.
• Treating every client like family.
• Delivering transparent and accessible communication.
• Creating a sustainable and customized plan for your financial journey.

Empowering Your Financial Success

Schedule a complimentary consultation with us and discover the difference a personalized and experienced financial advisor can make in your financial life.