Going forward, the financial challenges facing clients will continue to evolve and become more complex, and as a result they will require a detailed, goals-based and adaptive financial blueprint to help achieve their legacy.
Sullivan and Associates assist clients in developing long-term financial strategies to meet their unique objectives. The affluent clientele that we serve face numerous complex challenges broadly categorized as wealth accumulation, retirement income distribution, and planning for the next generation. By adhering to a planning-based approach, we work with clients and their tax and legal advisors in a collaborative manner, providing a goals based and consolidated wealth management plan.
We customize and leverage the vast resources and expertise of Merrill Lynch Private Wealth Management Specialists, who support us as needed to enhance the client relationship vis-à-vis each client’s unique and evolving financial requirements.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
