At The BHB Group, we help you develop a unique financial plan that integrates the opportunities and challenges of each stage of your life - from essential compononents such as asset management and retirement savings to the more intricate elements of trust and estate planning strategies, tax minimization strategies, cash management and lending through Bank of America.
We are very experienced in working with multigenerational families to guide their financial legacy while preserving their values, and we also understand the complex needs of business owners, entrepreneurs, and sports and entertainment professionals. For every situation, we identify your goals and build a plan to address them, offering advice and recommendations that reflect our knowledge and history working with a diverse range of clients.
Customized Planning Services with Expansive Firm Resources
As we develop a detailed financial plan that targets your objectives, we offer the close personal relationships of a boutique wealth management firm, backed by the extensive resources of a world leader in financials services. Through our team, you gain access to wealth management strategies from Merrill and a full range of banking capabilities from Bank of America.
A Disciplined Investment Process
Our team has extensive experience managing assets for institutions, and we apply the same rigor and discipline to managing your personal wealth. As we align your investment strategies with your goals, we remain mindful of your comfort level with risk and potential tax implications. In addition, we are highly experienced in working with alternative investments and can provide access to a universe of these opportunities to complement your core portfolio.
A Team-Based Approach
We bring the collective knowledge and perspective of our team members to every client situation. As you develop a close relationship with your dedicated advisor, you will gain the advantages of behind-the-scenes collaboration among our team's financial advisors focused on your accounts and strategies.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
CFP®, CPFA™, CRPC™
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.
