The Santiago - San Juan Group
Merrill Lynch Wealth Management
For over 30 years, we’ve been delivering strategies to help successful individuals, including business owners and their families build, preserve and manage their wealth.
Our emphasis is on accessibility, attentiveness and communication, which we believe are the reasons we have developed long-lasting relationships, some of which span more than three decades. By maintaining consistent contact with our clients, we help educate them so they can make informed, well-thought-out decisions about their future.
We believe our ability to listen—to thoroughly understand your financial needs and align them with the resources to help you meet them—is what sets us apart from other wealth advisors. We offer the convenience of top financial intellect, advice and a holistic wealth management strategy under one roof. From investments, credit and lending to cash management and trusts, we have access to the products and services that can help meet your unique needs on both sides of your balance sheet.
We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your dreams.
*Credit and Lending Services are through Bank of America, N.A.
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.
CEPA®, CPFA™, CPWA®
CEPA®, CPFA™, CPWA®
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.
