Based out of New Canaan, Connecticut, our advisors combine for more than 60 years of experience in the industry, and our team has a tremendous track record servicing clients. When you work with The Hoelzer Steele Group, you are not just getting an individual, you are getting an entire team supported by decades of experience and varying areas of expertise within the financial services industry. We strive to earn and maintain your trust by fulfilling your needs and expectations while focusing on frequent communication, honesty and transparency.
We focus on your needs with a holistic approach, taking into consideration your investment objectives, time horizon, liquidity needs, short and long-term goals and risk tolerance. We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Worried about managing 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? We believe your unique goals should be at the center of all of your financial decisions and form the foundation for your financial strategy. Whether it's customizing your financial approach to help you pursue your passions, preparing for meaningful life events and expenses, transferring wealth to the next generation, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment and prospective legislation.
Click here to register.
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.
