Together We can create a plan for the future you want

Daniel R. Merians

Senior Vice President - Wealth Management

Visit Merians Wealth Management Group

phone

505-989-5138





address

141 East Palace Avenue
Coronado Building
Santa Fe, NM 87501



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

 
 
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).
 
 
Making a Difference. Help clients integrate their personal passions into investments.

Creating a legacy that lasts

Building an investment plan