Merritt Wealth Management is a financial advisory firm that provides comprehensive financial guidance and support to individuals and families. With decades of experience, the team understands the challenges of investing and manages risks to help clients stay on course towards their long-term goals. The firm offers a range of services, including retirement planning, IRA and 401(k) plans, estate planning, life insurance planning, and tax planning. With a focus on impartial guidance and personalized attention, Merritt Wealth Management is dedicated to helping clients achieve their financial aspirations. The team is led by Courtney Baxter, a seasoned financial advisor with experience in finance and a master's degree in finance from The University of Wyoming.
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