Merwin Capital Management LLC

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4850 E Desert Cove Ave Unit 150
Scottsdale, AZ 85254
+1 (602) 765-8887
http://216.197.115.168

Merwin Capital Management LLC, founded by Bob Merwin in 1997, specializes in retirement planning and investment portfolio management, drawing on over 50 years of collective experience in the financial services industry. The firm prides itself on its A rating from the Phoenix Better Business Bureau and commitment to client education regarding investment risks and returns.

Alongside Bob, who is a Certified Kingdom Advisor, the team includes investment research analyst Jordan Twogood, who focuses on client portfolios, and Judy Merwin, who has been the financial administrator since 1994. Together, the team fosters a supportive environment for clients, emphasizing strong relationships and sound financial strategies.

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United States›Arizona›Scottsdale›Merwin Capital Management LLC

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