Merwin Capital Management is a Registered Investment Advisory (RIA) firm, which does not charge commissions for assets under management. We are a fee only firm that our clients pay for managing their money.

• Stocks, bonds, ETFs, and mutual funds in an advisory account - fee only
• 401k Rollovers
• Tax minimization strategies
• Retirement Planning
• Tactical Money Management
• Fixed and indexed annuities
• Life, disability, and long-term care insurance