Marcus Gibson Group
The Marcus Group works with a select group of families who realize that their wealth deserves and demands a different level of insight, experience and skill. We offer the kind of know-how that can help preserve and grow the assets and lifestyle you've achieved today, tomorrow and across generations.
We strive to analyze and understand the many ways that your wealth touches your family's life, from simple bill payments to your most sought-after goals. What does the next level of wealth represent to you? What are the values that govern your family's attitudes toward money? What vision do you see for your life over the next 10, 20 or even 30 years?
Our aim is to unite wealth management strategies with knowledgeable perspectives inside a framework of outstanding client service.
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.
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.
