Specialized Wealth Management for Merck® Professionals
Experience Life-Minded Wealth® tailored to your unique needs and goals.
MRK Powered by Wescott
Since 1987, MRK Powered by Wescott has been providing current and retired Merck® professionals with Life-Minded Wealth®—a personalized approach to financial planning that aligns your financial decisions with your life objectives, aspirations, and values.
Our team brings deep expertise in the intricate details of Merck’s professional and executive benefit and compensation plans. We’ve partnered with over 400 Merck professionals to develop customized strategies that integrate your financial resources and your financial mindset, helping to ensure that every area of your life that your wealth touches is working together toward your vision of success.
What You Can Expect with Wescott
Personalized Life-Minded Wealth® Strategies
Coordinating your benefit and compensation plans with your broader life and wealth management goals
A Dedicated Team of In-House Specialists
Focusing on navigating your complex planning needs to help you achieve what matters most
Boutique Service with Institutional Strength
The attentive, proactive communication of a small firm combined with the resources and stability of a large organization
PerfectScore® Progress Tracking
Our proprietary tool that keeps you aligned with your goals and on target
Deep Expertise in Merck's Plans
We stay up-to-date in Merck’s professional and executive benefits programs and regularly review updates to remain current
A Single Point of Contact
For seamless and personalized communication and counsel
Ready to Serve Merck's Professional and Executive Benefits Plans
- US Savings Plan (401(k))
- US Salaried Qualified and Non-Qualified Pension Plans
- Flexible Benefits Plan
- Deferral and Supplemental Savings Plans
- Non-Qualified Stock Options (NQSOs)
- Restricted Stock Units and Performance Stock Units (RSUs and PSUs)
How We Help
Financial Planning
We work with you to develop strategies for today and the future with our Life-Minded Wealth® approach to wealth management, helping align your financial decisions with your life goals and values.
Employee Benefits Planning
We help you understand and coordinate your available benefits during and after your working years, with specialized expertise in Merck’s comprehensive compensation structure.
Risk Management
We assist you in developing comprehensive protection strategies designed to help preserve your financial assets during impactful life events.
Tax Planning
We work to help you develop tax-efficient strategies while remaining compliant with tax laws, bringing tax expertise directly to your table.
Investment Planning
We develop tailored investment portfolios designed to reflect your objectives, time horizon, and risk tolerance.
Estate Planning
We help you develop strategies for asset protection and distribution control while addressing tax considerations and probate concerns, helping extend your impact and values across generations.
Your Dedicated Team of Wealth Management Experts
When you work with MRK Powered by Wescott, you get an entire team of experts dedicated to your success, including CERTIFIED FINANCIAL PLANNER® professionals*, tax specialists, estate experts, and investment professionals. Together, we’ve developed deep expertise in Merck’s* compensation offerings and have created holistic wealth management strategies tailored to these plans for nearly 40 years.
We get to know you and what matters most in your life. This personal understanding, combined with our specialized knowledge of Merck’s benefits, enables us to design strategies that work in harmony with your financial resources and your life goals.
*The use of Merck’s name is neither a testimonial nor endorsement of Wescott, MRK Powered by Wescott or Wescott’s wealth management services by Merck & Co., Inc. (“Merck”), or any current or former employee of Merck. Additionally, Merck does not recommend, employ, or contract with Wescott to provide these services to Merck, or any of its employees. Merck’s name is strictly used to identify MRK Powered by Wescott’s selective client niche, as determined solely by Wescott. Wescott provides holistic wealth management services to individuals and families with all work backgrounds, while MRK Powered by Wescott primarily focuses on building relationships and sharing our more concentrated knowledge exclusively about, and for, Merck executives/retirees and their families, when selected to do so by those individuals.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Let's Talk About Your Financial Future
We understand the unique challenges and opportunities that come with Merck’s compensation structure. Our team is ready to help you navigate your benefits, plan for what’s next, and create a wealth strategy aligned with your life goals. Reach out today to start the conversation.
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