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Merritt Wealth & Retirement AdvisorsMerritt Wealth & Retirement Advisors
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  • Merritt Wealth & Retirement Advisors
    1166 Quail Ct Ste 300 Pewaukee, WI 53072-3778 T: 262.691.4000 F: 262.691.4015
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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
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Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

The future at your fingertips

Merritt Wealth & Retirement AdvisorsMerritt Wealth & Retirement Advisors
  • 1166 Quail Ct Ste 300 Pewaukee, WI 53072-3778
  • T: 262.691.4000
  • F: 262.691.4015
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Merritt Wealth & Retirement Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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