The Cassidy Group
You’ve worked much of your life, setting aside your hard-earned dollars and possibly designating them for specific goals. Now, with your wealth accumulating and the lifestyle you envisioned around the corner, what comes next?
Maybe you want to travel and pursue other passions that you may have routinely put off. Possibly, you have the wealth to offer financial assistance to the causes you care about most. Perhaps the needs of your family are causing you to rethink your priorities. Life transitions and the decisions you face can be both exciting and intimidating. We believe the financial advice and guidance we can offer clients can be a welcome source of support.
We also welcome clients to our practice who may be facing life-changing events or investment challenges. These may include a substantial liquidity event, such as the sale or transfer of a business or an inheritance, as well as wanting to pursue investments that are aligned with your values. Regardless of your stage in life, a comprehensive financial approach can help you pursue the goals and values that are important to you and your family.
We strive to treat clients with the care and attention we would our own family members. Our team is committed to building strong relationships that can reach into many aspects of your financial life. They offer their knowledge, objectivity and individual strengths to help your financial life run smoothly.
In our experience, wealth has a way of touching the lives of the people you care about most. We are committed to being a financial advisor for your entire family, helping you create strategies – both long- and short-term – designed to target each of your goals, including the charitable causes you wish to champion. By leveraging the insights of Merrill and with access to the banking, credit and lending of Bank of America, our team can help create your financial approach and streamline the process of helping you address virtually any financial need.
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.
