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Tyler Bartlett

CFP®, ChFC®
Merriman Wealth Management
Seattle, WA
Invest wisely. Live fully.

Meet Tyler

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Introduction - Tyler Bartlett
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Merriman Wealth Management Process - Tyler Bartlett
Video Transcripts

“Wealth should be neither the focus nor the end goal. It’s a tool that allows you to experience or achieve whatever is most important to you. I love taking some of the worry about money away so my clients can focus on more important aspects of life. Seeing them achieve their goals and enjoy life is my top priority and brings me great personal satisfaction.”

Tyler works with successful families…

“Wealth should be neither the focus nor the end goal. It’s a tool that allows you to experience or achieve whatever is most important to you. I love taking some of the worry about money away so my clients can focus on more important aspects of life. Seeing them achieve their goals and enjoy life is my top priority and brings me great personal satisfaction.”

Tyler works with successful families helping them achieve all that is important to them. He acts as their personal financial guide to help them make smart financial decisions so that they can spend more time doing the things they love, ultimately helping them increase their peace of mind and live a fuller, richer life.

He does this through a comprehensive and consultative process. He focuses his time and energy helping clients preserve the wealth they have accumulated, mitigate the taxes on what they have, protect them from their assets being unjustly taken, and to the extent that they are charitable, maximize the effectiveness of their desires.

With this process he meets with his clients to truly understand who they are and what is most important to them. He helps them identify where they are now, where they want to go, and identify any gaps for getting there.

When not working he enjoys golf, camping, and spending as much time as he can with his wife and their three young children.

Tyler is a Chartered Financial Consultant (ChFC), Accredited Domestic Partnership Advisor (ADPA®), Accredited Investment Fiduciary (AIF®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). Tyler has been quoted in the national media, including online at Bankrate.com and in the Chicago Tribune.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
LGBT services

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®

Education

Bachelors