Bertenshaw-Fielder Wealth Management
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Please join us for an exclusive and informative 'Mid-Year Update' next Thursday, July 18th at 11:00am (AZ time).
We have an excellent group of experts ready to offer their insights on the markets and ways you can prepare for the potential opportunities & risks ahead.
We'll be exploring a wide-range of topics including:
• Are interest rate cuts still in the cards for '24?
• What the U.S. election could mean for the markets
• How artificial intelligence and other innovations could reshape the markets
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.
