The Lawson Hembree Group wealth management team includes experienced professionals providing wealth management strategies and advice to a diverse clientele of executives,
professionals, business owners, retirees and non-profit groups. As a wealth management team, we work with clients and their professional advisors to develop and manage customized strategies and recommendations. This goals-based approach is designed to assist clients in achieving their personal and financial objectives.
As financial markets have grown and evolved, investment decisions have become increasingly more demanding and complex. Therefore, it is important that clients work with a team of advisors who have knowledge, experience and access to robust research and investment vehicles. We believe that with a trusted relationship and customized wealth management plan clients feel confident that their goals will be achieved – from funding education expenses, to planning for retirement, growing a business, providing for unforeseen events or leaving a philanthropic legacy.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.