Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
At the Ruffcorn & Miranda Group, we believe in offering a level of service that is both personalized and professional where every client receives white-glove, concierge-style care combined with the highest caliber of investment knowledge.
As credentialed and seasoned advisors, our team provides more than just financial advice. We offer a relationship rooted in trust, transparency, and exceptional service. We work closely with you to craft tailored financial strategies that are designed to protect and grow your wealth over time. Every decision we make is guided by a commitment to detail and a deep understanding of your long-term goals.
Our goal is simple: to help you achieve financial confidence, knowing your financial future is in the hands of a team that combines extensive knowledge with the kind of attentive service you deserve.
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.
