We are a dedicated group of financial advisors and client associates who work closely with other special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves. Our work is more than a profession — it’s a passion. For decades we have focused on providing financial strategies to address the challenges and issues that you and your clients face.
We understand the implications of the Uniform Prudent Investment Act, various state Probate Codes, various state Rules of the Court and the National Guardianship Standards. We help professional advisors and family members institute investment standards through process-oriented investing that is well documented, regularly revisited, and clearly communicated.
Speak to us for a few minutes, and you may quickly perceive how we can help alleviate some key financial challenges that special-needs clients—and their support network—face. We have extensive experience collaborating with Private Professional Fiduciaries/Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.
We work closely with Private Professional Fiduciaries and Guardians to promote the long-term well-being of beneficiaries through process-based investing and committed service.
We are skilled in the following areas:
• Upholding the "prudent-investor" standard through rigorous wealth planning, a needs-based analysis that reflects the unique requirements of each client, and targeted risk levels and asset allocations based on those objectives, including risk tolerance, liquidity needs and time horizon.
• Documenting the processes for the deployment and diversification of client assets, as well as ongoing performance analysis through formal reviews.
• Developing tax-sensitive financial strategies, working in concert with your CPA, as appropriate.*
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
ChSNC®, CFP®, CRPC™
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.
