Reilly, Terrazas, Krone and Associates
Distinguished by years of industry recognition and deep client loyalty, Reilly, Terrazas and Associates delivers a disciplined and sophisticated investment approach paired with a highly personalized "white glove" service model. Together, these elements are designed to help clients enhance and preserve wealth over the long term.
We construct portfolios tailored to each client's unique preferences, values, and aspirations. Our investment discipline emphasizes thoughtful risk management, with strategies intended to provide desired levels of current income and long-term capital appreciation while seeking to minimize tax exposure. Because many of our clients approach wealth accumulation with a conservative mindset, we manage their assets with the same care and prudence.
By combining our proprietary investment strategies with the broad resources of Merrill and the banking convenience of Bank of America, we are well-positioned to address both the immediate and long-term objectives of our clients and their families. We collaborate closely with clients' attorneys and accountants - facilitating strategy alignment around tax efficiency, wealth transfer, and philanthropic goals - while providing ongoing reporting and timely updates.
We invite you to contact us today to schedule a comprehensive review of your financial picture.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.Your approach to investingDrawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.Understanding your goals and prioritiesYour life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
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.
