The Kothari Group shares a common mission: to completely understand our client goals, needs and objectives, then work together to help achieve the type of lifestyle that matters most. We help clients pursue their personal goals, such as planning and funding children's education needs, helping to preserve and growth wealth for their lifetimes, planning for potential health costs and providing resources to help manage the wealth transfer process to the next generation. Each recommendation we make considers the client's personal perspectives and priorities. We strive to bring simplicity and transparency to the complexities of finance and wealth management, thus embarking alongside with our clients on an exciting journey of managing and helping them reach their goals.

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.