Price Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our team works with retirees, busy professionals, and families who have significant assets, but lack the time or inclination to focus on the many details involved in managing them. We simplify the complex aspects of their financial lives, providing them with personal attention and outstanding service. We provide a wide range of services including portfolio construction, discretionary portfolio management, asset allocation, tax minimization strategies, retirement income strategies, college planning, estate planning services, and wealth transfer strategies.
Combining my investing experience with the vast resources available at Merrill Lynch Wealth Management, we develop a strategy that is tailored specifically to each client's unique needs and goals. We implement a plan and review every detail regularly to help make sure you stay on track and adjust to any changes in your life. Though each client's situation is different, our overall goal is to preserve and grow your assets, minimize the effects of taxes and inflation, and avoid costly mistakes.
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.
