Boutique-like service with the relentless commitment to transparency and customized strategies. The Cusick Catton Group is dedicated to helping you pursue your goals for today while developing wealth strategies designed to support your family members for the years to come.
Life is a series of challenges, both welcomed and unexpected. The Cusick Catton Group is committed to helping you meet financial challenges at every stage of life. Whether your focus is on retirement, funding an education for children or grandchildren, transitioning wealth to future generations, providing lifetime care for a family member with special needs – or all of the above – we will work with you to design thoughtful, objective strategies tailored to your individual goals.We built our team from the ground up to align with the needs of accomplished families. We formed our team to remedy a critical shortcoming. Too often, there exists a gap between strategy and execution. Affluent families may have excellent frameworks to build and transfer wealth, but little follow-through. Or they may pursue a multitude of initiatives, but fail to knit them together with coordination and deliberation. The Cusick Catton Group seeks to bridge and bolster both spheres: strategy and implementation, forethought and follow through.The Cusick Catton Group believes every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch Wealth Management, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you. We are an engaged conscious team with the personal and professional experience to address a wide range of wealth management needs. With access to the investing insights of Merrill and the banking conveniences of Bank of America, we will work with you to develop strategies that are designed to address your priories and financial needs.
CIMA®, CPFA®, CRPC™
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.