The Jorgensen Group works with families and institutions incorporating strategies that integrate cash flow requirements, tax parameters and wealth transfer objectives. We provide guidance in investment management, risk minimization, concentrated stock strategies, trust and estate planning services and philanthropic planning.
Our years of experience in managing through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We work with you to build a strategy that helps you achieve your financial goals through changing financial environments. We design the strategy based upon your priorities, time horizon and liquidity needs with a thorough understanding of your risk parameters and investment personality. Working with us means working with advisors truly dedicated to your success.
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.
