The Peters Group | Financial Advisors & Wealth Management | Newport Beach & NYC

Approach

**Your financial life has many moving pieces. We help bring them together.** Our approach begins with a comprehensive understanding of your financial circumstances, priorities and long\-term goals. From there, we help develop a personalized wealth management strategy designed to evolve as your life changes. Depending on a client's needs, our conversations may include: * Investment strategy and portfolio management * Retirement planning * Concentrated stock positions and diversification * Liquidity and significant financial transitions * Business\-owner considerations * Estate and multigenerational wealth planning strategies * Access to banking and lending capabilities Rather than viewing these decisions independently, we help clients consider how each one fits within their broader financial life.

Who We Work With

**We focus on clients facing meaningful financial decisions and increasing complexity.** Our clients include individuals and families, corporate executives and business owners who we feel value personalized advice and an ongoing relationship with their financial team. For executives, significant wealth can become concentrated in company stock and closely connected to a career. For business owners, personal wealth and business interests can be deeply intertwined. For families, priorities may evolve from accumulating wealth to preserving it, enjoying it and preparing for the next generation. Our role is to understand those complexities and help clients evaluate their choices within the context of what they ultimately want to accomplish.

Our Relationships

**We want to be one of the first calls our clients make when an important financial decision arises.** We believe great wealth management is built on long\-term relationships, accessibility, communication and trust. Markets change. Careers evolve. Businesses are sold. Families grow. Retirement approaches. Priorities change. We remain engaged through those transitions, helping clients reassess their strategies and make thoughtful decisions as their financial lives evolve. Our goal is to build relationships that extend beyond managing investments and, where appropriate, across generations of a family.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition