The more significant your wealth, the more complexity it can add to your life. Each major financial decision you make has the potential to profoundly impact your family, your business and your legacy.
Navigating this complexity often requires a deeper level of knowledge, service, and support — a trusted advocate and guide to help simplify the vast universe of possible actions into a few clear steps. That is what we are to the select individuals and families we serve.
At The Cano Group, we provide a level of stewardship and engagement that looks beyond just you and your investment portfolio — taking into consideration future generations, other tangible and intangible assets, and the purpose you hope to derive from your wealth.
Our team welcomes the opportunity to sit down for a conversation and talk about ways we can help you more fully realize your personal financial aspirations. Together, let’s create a plan to help get you where you want to go — exploring every angle of your wealth along the way.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
