Your wealth is integral to your security and success. At The Deelstra Group, we never lose sight of the preciousness of your trust, working hard to help you create the life you envision.
We are a close-knit team that shares a common vision: to help you gain confidence in the trajectory of your wealth by clarifying your goals and delineating a pathway to your ambitions. Clients from varied backgrounds engage our help. Many are business owners, executives, professionals, multigenerational families and people who are anticipating—or already enjoying—retirement.
To each relationship, we bring the rigor of our own high standards, eager to make a positive, lasting impact on each person or family. Passionate about our work, you will perceive the depth of our enthusiasm and the genuineness of our interest in your success.
We begin our work with a thorough plan. Before we make any recommendations, we take the time to really understand you and your situation—your assets and liabilities, but also your aspirations, concerns, cash-flow needs, and family dynamics. The more we know, the more we can help. Our planning efforts are led by DJ Milligan, a deeply credentialed Advisor who has extensive experience in pre-retirement and pre-liquidity-event planning.
We offer a clear process to support your intentions. When you engage our help, you will witness the high-performing nature of our team. We are dedicated to delivering a preeminent client experience characterized by attentiveness to your needs and an intensive service ethic. Nick Brown, our Financial Advisor, manages our relationship-management and trading efforts, demonstrating systematic organization and diligent follow-through.
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.
