At SCI & Associates, we believe wealth is compelled by a higher sense of purpose. Regardless of your life situation, our advice and guidance will help you discover the true purpose of your wealth along with the proper approach that best fits your goals.
With more than 45 years of collective financial services industry experience, we’ve worked with others who have been in your shoes: executives changing careers or retiring, men and women with a change in marital status, people caring for elderly parents, and those with concerns about leaving a meaningful legacy for future generations.
Every advisor on our team possesses extensive academic and professional training and experience, which we pool in helping develop strategies tailored to your individual situation. We begin our process with an open, dynamic and direct dialogue in which we learn from you and about you. We’ll help you articulate your concerns, aspirations and priorities so that we can assist you in developing strategies aligned with your personal, professional, philanthropic and legacy goals. And if we can’t meet a certain need ourselves, we can draw upon a team of talented financial services professionals from around Merrill and access to Bank of America banking services.
The financial advisors on our team hold the Certified Plan Fiduciary Advisor designation and have a depth of experience working with retirement plan sponsors. With today’s rapidly changing regulations, heightened fiduciary concerns and complex reporting requirements demand more time and care from retirement plan sponsors than ever before. Our team is highly qualified and designated to help retirement plan sponsors handle the fiduciary responsibilities associated with their defined contribution plans.
It all begins with a relationship. We’re committed to understanding you fully, so we can develop customized strategies tailored to your needs, wants and goals.
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.
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.
