Disclosure Information
Merino Incorporated dba Merino Wealth Management (“MWM”) is a registered investment advisor offering advisory services in the State of IL and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advi
sory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by “MWM” in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of “MWM”, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Merino Wealth Management ADV: https://adviserinfo.sec.gov/firm/summary/317535
Financial Industry Regulatory Authority: https://www.finra.org/ #/
Securities Investor Protection Corporation: https://www.sipc.org/
