Why Choose Us?
Nurturing Life-Long Relationships with Trust, Integrity, and Empowerment:
At Merkel-Damer Financial Strategy Group of Wells Fargo Advisors, we are passionate about three things: trust, integrity,
. With these core values, our primary focus revolves around building and nurturing life-long relationships. Every process supports these core beliefs.
At Merkel-Damer Financial Strategy Group,we want to help you make your future dreams and plans a reality: you want to make informed decisions in order to save for retirement, send kids to college, handle medical expenses, maintain a certain standard of living,
and even assist aging family members
. The reasons for managing your finances are endless.
Your Specific Needs
Everything we do at Merkel-Damer Financial Strategy Group is designed and customized to your specific needs, goals and desires. We have techniques and processes in place to discover your “financial DNA” – no two strategies are exactly alike. That's because we understand each client's experiences and life history are unique. Additionally, we understand the need for flexibility when challenges and major life changes occur.
Advice & Planning
The investment planning process includes goal setting, data gathering, financial analysis, strategic focus, plan creation and execution. Our practice is advice-based. Our interests are closely aligned with yours; resulting in total transparency and authenticity. We combine many customized planning tools that allow us to tailor our efforts specifically to our clients' needs.
Who We Serve
While we are particularly sensitive to the needs of women in transition and the LGBT community, we welcome all who need a comprehensive plan for their future. Our minimum household size is $250,000 in financial assets. In certain circumstances, there may be an exception to that minimum.
Education & Certification
We believe a key differentiator at Merkel-Damer Financial Strategy Group is our total dedication to certification and continuing education (CE). Our certificates, designations and continuing education insure our ability to give you the most up-to-date advice. Every two years, each of us needs between 100 to 150 hours of CE credits.