(978) 851-4411

Home
Schedule Meeting
Services
About Us
- Our Story
- The Team
Insights
Contact Us

ADV/CRS

Please find our current CRS and ADV below:

CRS
ADV Part 2A
ADV Part 2B

You're thinking about the future

We'll make it happen for you

Connect with an Advisor

Merrimack Wealth Management

461 Main St Tewksbury MA 01876

(978) 851-4411

Open Monday through Friday

9am to 5pm

View our ADV/CRS

View our ADV/CRS

Merrimack Wealth Management, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals’ giving testimonials or endorsements.

© 2026 Merrimack Wealth Management, LLC. All Rights Reserved