SBR Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
We believe that all financial facets of a client's life must work together to achieve success. While we focus on managing your portfolio's investments, we will also work with your team of professionals (tax planners, estate planners and bankers) to help make sure everything is working in unison towards your goals. Whether it is attending critical meetings in person with your team or participating on a conference call, we will be there for you. Our professional designations and licenses provide the additional knowledge that we believe is necessary to make sense of today's more complex world of wealth management.
Whenever you have a financial event that impacts your life, we want you to rely on us. Some may call this approach old fashioned; we call it service, and it's the backbone of how we form every client relationship.
CAP®, CFP®, CPFA™, CRPC™
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.
