Cruse Wealth Management Group
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information, we 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.
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.
In our second Merrill #WomenInvested webcast, Nevada Market Executive Toni Peterson shares the steps women can take to start investing. She also provides tips for those who may be looking for inspiration to take their investing to a new level. Watch the webcast here.
Clients joined us for an afternoon of mingling, music, and wood fired pizzas while getting to know the entire Cruse Wealth Management Group and our team of specialists.
Concise, conversational, actionable: In approximately 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
Topics explored:
- Is an interest rate cut still in the cards for 2024?
- What the U.S. election could mean for the markets
- Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
- How artificial intelligence and other innovations could reshape the markets
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.
