top of page
1920-an-illustration-of-a-group-of-business-people-ai-generated.jpg

ABOUT MERZIAN WEALTH MANAGEMENT

We understand the unique financial goals and challenges you face. Merzian Wealth Management is your partner in navigating them with confidence.

MEET OUR LEADERSHIP TEAM

2024_Westrich-918rtText.jpg

PETER C. MERZIAN

Financial Advisor - LPL Financial

Merzian Wealth Management Founder

Mr. Merzian has been in multiple facets of the financial services industry serving clients since 1986. His goal is to help clients pursue what is defined as "true wealth"​, what money can't buy and death can't take away. He attempts this by ushering clients through the complexities of their financial lives so that they make sound financial decisions. Mr. Merzian works towards providing clients with a higher degree of care and service.
 

JENNIFER C. SURMACZ

LPL Financial Promoter Professional

ESTATE PLAN ATTORNEY - POSTERITY LEGAL

Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning.  She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.

Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland.  She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation.  Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.

Untitled+Session2117_WEB.png

Ready to Manage Your Wealth?

CONTACT US TODAY!

Thanks for submitting!

bottom of page