Merrell Team

The Merrell Team delivers state of the art solutions to its qualified clients anchored in a superior service culture. Having surveyed many families we have learned that Tax mitigation strategies and Tactical Investing within a strategic allocation that truly matches the client’s objectives are top of mind with individuals. TBH and The Merrell Team partner with each client to solve these top concerns and conduct a thorough examination of the client’s entire Financial picture while working with outside professionals when appropriate. Finally, we view the cornerstone of each relationship to be rooted in excellent and regular communication. We pride ourselves on being proactive with each client and insuring they are always kept informed of pertinent events.