When It Is Time to Apply the Research
The Merrick Spitters Reset Report™ is where we publish independent research and ideas. When you are ready to consider how those ideas may apply to your family, business, wealth, or legacy, select the independent professional practice that best fits your needs.
Professional advisory services are provided separately through the independent practices below. Each practice operates under its own legal identity, engagement documents, disclosures, and privacy policy.
Adrian C. Spitters, CFP®, FCSI®, CEA | Private Wealth Advisor | PFC Wealth Solutions™
Adrian works with business owners, farming families, professionals, and retirees who want to protect what they have built and make clearer decisions about what comes next. His approach brings together Asset Security™, comprehensive wealth planning, investment coordination, insurance, estate planning, and business or farm transition.
Peter J. Merrick, TEP® | Cross-Border Specialist and Estate Planner | Merrick Wealth™
Peter focuses on the decisions that shape family continuity across generations and borders. His work brings clarity and foresight to insurance-based planning, estate and succession planning, business transition, and U.S.-Canada cross-border considerations. He helps families and their professional teams prepare early, so important decisions can be made with time, clarity, and control.