The RPM Group
The RPM Group has a proud tradition of bringing an uncommon measure of knowledge and experience to clients we admire for their achievements and values.
Formed in 2006, our mission was to understand and simplify the complexities of wealth for a wide range of successful individuals and multi-generational families. Today, we have clients in ten other states besides Alabama and in some instances we serve three and four generations of families at various stages in their lives. By listening intensively to your needs, goals and concerns, we can design individualized strategies to help grow, preserve and transfer your wealth.
We’re passionate about connecting all aspects of your financial life – both personal and business - to our extensive resources and potential opportunities. From early stage and growth financing, through retirement and succession planning, to a rewarding liquidity event, our team is determined to offer you innovative thinking and personal guidance to help you make informed and thoughtful financial decisions.
To help you transfer your wealth efficiently and effectively, we can offer specialized capabilities from Merrill and Bank of America, while coordinating with your CPAs and attorneys. For certain complex tax, estate and business succession issues, we can consult with additional outside resources to help you insulate your lifestyle while pursuing the intentions you established for your wealth.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions
When you welcome our dedicated team into your life, you can look forward to a strong advisor bond and a nurturing environment. Your unique needs and those of your family members, are at the center of your investment approach. For this reason, we believe in having frequent, casual conversations together to learn about and appreciate your family dynamics, aspirations and the concerns you may have for your future well-being. All that takes place before we discuss investments (or anything with a dollar sign in front of it).
For your strategy, we follow a disciplined, rules-based approach that can help you pursue your goals and avoid emotional and untimely investment decisions. We aim to adhere to our convictions through a wide range of economic and market cycles, unexpected geo-political crises and when significant life events occur. To that end, we may consider a wide range of investment classes, including alternative investments – non-correlated assets such as hedge funds, private equity and real assets – with the goal of reducing volatility and further strengthening your resolve to follow your strategy, ignoring the "investment noise" around you. While our strategies may be complex, our mission is to simplify your financial life and help you prepare for what's ahead.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
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.
