Carli Weisberg
I work with individuals and families who value meaningful lives outside of their finances. Through thoughtful planning and disciplined strategy, I foster clarity around financial decisions--so you can stay focused on the life you're building.
I work best with people whose passions live outside their finances.
Whether that means early mornings on the mountain, weekends on the water, trail-side behind the camera, or building something meaningful in their community — my clients are people who value experiences, purpose, and momentum. Money matters to them, but it isn't what defines them.
My goal is to give you confidence in both your life and financial plan, so your time and energy stay focused where you shine — not tied up managing details that pull you away from what matters most.
My work is especially well‑suited for those who want a thoughtful, disciplined plan in place so they can stay fully engaged in their lives, their families, and their pursuits.
Specifically, I most often work with:
- Families planning for transfer of wealth, education, retirement
- Small business owners
- Individuals seeking tax-efficient investment management
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
