The Schloss Group assists clients in developing well thought out wealth management strategies that are appropriate to their financial goals and in keeping with their risk tolerance. Many clients are from multiple generations within a family, and we are diligent in helping to ensure that each client has his/her needs properly addressed.
In addition, many clients look to us for guidance and assistance in the exercise of their employee stock options. We also assist clients with their 10B5-1 plans as needed. This often includes working with their company's General Counsel. Additionally, we assist clients in dealing with all issues related to the clearance and sale of restricted stock.
Hal provides assistance in identifying and executing appropriate strategies for families with a special needs individual.
Merrill Life Agency, Inc., California License Number 0522776
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.
