MICHAEL MERRIGAN

Mike brings a rare combination to wealth management – a background in law, hands-on expertise in tax and estate planning, and a disciplined investing and planning philosophy — all under one roof. For high-performing individuals and families navigating complexity, that means fewer blind spots, fewer handoffs, and the ultimate fiduciary advisor who sees the full picture.

Mike began his career at KPMG, where he advised private equity firms on tax exposure remediation and buy-side due diligence. He later joined GW & Wade, a boutique RIA in Wellesley, serving alongside a senior advisor overseeing more than $750 million in client assets. There, he built customized portfolios, prepared more than 200 annual tax filings for individuals, trusts, and businesses, developed estate plan outlines, prepared and presented retirement projections, and coordinated employer-sponsored equity and deferred compensation strategies.

Raised in Hull, Massachusetts, Mike and his brothers spent summers working at Jake’s Seafood, the family business owned by their grandfather and uncle. Additionally, he worked at his father’s civil litigation firm in Boston throughout college and law school. He credits these experiences with shaping his work ethic and resilience.

Education

Boston College High School
Providence College, B.S.
New England Law | Boston, J.D.

Memberships and Certifications

Sports Lawyers Association
Massachusetts Bar Association
Boston Bar Association
FINRA: Series 7, Series 63, Series 65, SIE