The Harris Clerkin Suafoa Group
We place you, the investor, directly at the center of our approach to wealth management—while maintaining a market focus. We work to help you through difficult financial transitions and decisions that may occur in your life. The process begins with a one-on-one conversation, building a foundation designed to help us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, a customized investment approach is designed for you, drawing upon the investment insights of Merrill as well as providing access to the banking capabilities of Bank of America. As your needs and the markets change, we will meet to track and adjust your plan, as necessary.
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.
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.
