The Lotus Group
Wealth is More Than Money.
It is the foundation that supports a well-lived life.
At The Lotus Group, powered by Merrill, we believe that true wealth supports a life of clarity, purpose, and connection. Our mission is to deliver thoughtful, disciplined financial guidance that allows our clients to focus on what matters most.
We view wealth through four essential dimensions:
- Financial Wealth: The structure, strategy, and stewardship of your assets.
- Relationship Wealth: The people who enrich your life.
- Time Wealth: The freedom to spend your time intentionally.
- Health Wealth: The well-being that allows you to fully enjoy it all.
Our role is to take primary responsibility for Financial Wealth - building long-term stability, resilience, and comfort - so you can devote your attention to your relationships, your well-being, and how you choose to spend your time.
With a strong financial foundation in place, you can move forward with confidence, create lasting memories, and live with greater clarity in the years ahead.
WHAT WE DO
Our advisory work spans every key dimension of financial life:
- Retirement Planning
- Investment Management & Portfolio Design
- Estate Planning Strategies
- Insurance & Risk Management
- Cash Flow, Lending & Liquidity Strategies
- Business Owner Guidance & Exit Planning
- Charitable Planning & Donor-Advised Funds
- Support through life transitions:
- launching or selling a business
- navigating divorce
- welcoming a child or grandchild
- experiencing the loss of a loved one
- preparing for and entering retirement
We listen closely, explain clearly, and help guide you through each stage of life with confidence.
OUR PROCESS
A Conversation That Begins With You
Working with The Lotus Group begins with a personal consultation - an opportunity for us to understand:
- your financial picture
- your beliefs and attitudes around money
- the gaps or risks that may be holding you back
- the opportunities that may help elevate your long-term wealth
From there, we design clear, actionable recommendations tailored to your goals. We help implement each step and provide regular communication and annual reviews.
Many clients seek us out during life transitions - career changes, retirement, loss of a loved one, or the birth of a child or grandchild - which are moments when sound guidance can have an outsized positive impact.
WHY THE LOTUS GROUP
Guidance Rooted in Integrity, Generosity & Compassion
We:
- listen deeply
- explain clearly
- honor your values
- bring two decades of experience and the strength of Merrill
- believe that wealth should support a good, meaningful life
We help you grow, protect, and enjoy your wealth - so you can live with clarity, confidence, and purpose.
*Merrill Life Agency's California License Number 0522776
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.
