The Bertenshaw-Fielder Wealth Management Group combines the culture of a boutique-like family office with the backing and resources of a global financial institution (Merrill Lynch Wealth Management & Bank of America). Our team of professionals, based in Phoenix, AZ, have been assisting affluent individuals and families across the country for more than 50 years. Our mission is to provide the highest level of professionalism, responsiveness, and service in a comfortable, honest, and supportive environment.
We start by listening to you to gain a deep understanding of the moving parts of your financial life. Recognizing the concerns that can affect your family and finances — today and in the future — can put us in a better position to help you develop a wealth management strategy uniquely tailored to your circumstances.
With this understanding, together with an overview of your financial life (income, assets, titling, taxes) we will develop a plan tailored to your goals, liquidity needs, values, time horizon, and risk tolerance.
The customizable strategies we build address a wide range of needs.
- Investment and retirement income planning
- Estate planning services and wealth transfer strategies
- Philanthropic and charitable giving strategies
- Education funding
- Lending (Mortgage , Securities Based Loans, Custom Financing)
- Insurance and annuities
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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
Please join us for an exlusive conversation with Jeff Bush on Sep. 17th at 5:00pm.
We will be discussing the upcoming election, the economy and practical ideas to implement in preparation for 2025.
Please join us for a virtual event featuring Jeff Bush, a dynamic and insightful speaker and auther known for his unique ability to translate difficult tax and fiscal information coming out of Washington D.C.
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.
