The Fish Group
We chose to be part of the financial services industry to help others. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them manage the inevitable changes in life. When you succeed, we succeed.
Our team brings shared ideas and resources to clients, offering a Goals-Based Wealth Management Process that puts you, rather than the market, at the center of the Wealth Management Process, which includes:
Education: THE FISH GROUP takes the time to provide clients with the information they need to make prudent decisions about their financial futures. Knowledgeable clients are empowered to stay focused on their goals and less likely to be distracted and influenced by extraneous financial pundits and the media.
Planning: THE FISH GROUP begins by helping clients articulate and prioritize their goals. They then work “backwards” to develop and implement a plan designed to increase the probability of achieving those goals.
Investing: THE FISH GROUP leverages the vast resources of Merrill, which include “best in class” research and due diligence, to help clients develop non-propriety portfolios customized to reflect both their goals and risk tolerances.
We believe that you should be fully involved in the Wealth Management Process. Instead of simply starting a client relationship with an investment-focused discussion, we begin with an assessment that helps us determine your investment personality. That information helps us identify and address individual goals that are personally meaningful to you. With a better understanding of how you feel about investing, we can help you decide how to make the most of your financial resources so you can pursue your specific goals.
Named to Forbes “Best-in-State Wealth Management Teams” 2023 and 2024.
Published annually in January. Rankings based on data as of March 31 of prior year.**
*Institutional Investor magazine announced BofA Global Research as one of [the Top Global Research Firms ](https://www.institutionalinvestor.com/article/b8x00pb8rf5fbf/These-Are-the-World-s-Best-Research-Firms)in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, [Member SIPC](https://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation. [Learn more about the methodology at Institutional Investor](https://www.institutionalinvestor.com/research/11569/Methodology). Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
**Source: The Forbes “Best-in-State Wealth Management Teams" list, published annually in January. Rankings based on data as of March 31 of prior year.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and
telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials,
compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion
because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future
performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not
an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee
future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
