The Tabit Group
Our mission, first and foremost, is to understand you and what matters most to you. Through a goals-based approach, it is important for us to pinpoint exactly where your wealth stands today, and listen carefully to identify where you want to be in the future. Once we have the opportunity to solidify concrete goals, our team works directly with you to design and implement a personalized plan. Our job throughout the process is to track progress, to manage investment risk, and to present appropriate solutions that can help turn your goals and dreams into reality.
The Tabit Group believes that it is each person's responsibility to serve others. Throughout our experienced tenure, we recognize that our efforts on behalf of the affluent individuals and the organizations that we serve, have created a powerful and lasting effect throughout our communities. For these reasons, our team The Tabit Group has built a strong reputation among high-net-worth individuals & families, foundations, endowments and other philanthropic organizations.
CFP®, SE-AWMA™
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.
