Addie Pesche's Contact Details

Addie Pesche's Company Details

Merino Wealth Management

Chicago, IL, US • 5 - 9 Employees
Financial Services

Merino Wealth Management was founded in 2016 by Chicago Financial Advisor Jessica Merino, CFP®. We take a down-to-earth approach to help make achieving your financial and life goals a reality. At the end of the day, our clients want to feel more confident and less stressed about finances, and in turn, more present and effective in their own lives and businesses.Over the years, while Jessica has helped clients in all walks of life, she has become an expert in helping female entrepreneurs who consider themselves Gen X-ers, Xennials, or Millennials. She understands their challenges so her goal is to help them feel more confident and less stressed as they pursue their financial goals. She loves her work because she finds that it leads to a domino effect of financial empowerment as her clients help themselves and others.Disclosures: All securities offered through The Investment Center, Inc. Member FINRA/SIPC. Jessica Merino is a registered representative of The Investment Center, Inc. Advisory Services Provided Through IC Advisory Services, Inc. – An SEC Registered Investment Advisor. Merino Wealth Management is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. The use of the "Like" feature when establishing a connection with Merino Wealth Management should not be considered a positive reflection of the investment advisory services offered by Merino Wealth Management. Visitors to this page must avoid posting positive reviews of their experiences with Merino Wealth Management or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Merino Wealth Management.Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.Tax Disclosure: The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.