As Purpose Driven advisors we believe True Financial Success can’t be reduced to balance sheet, income, or return; it’s about purposefully and intentionally using every dollar as a force for good within your family or organization, community, and the world at large.
We work with our clients to articulate what truly matters to them; to understand how they define success. This shapes and informs how we approach every element of building a customized financial strategy which includes:
- Mission driven goals
- Values aligned and goals based portfolios
- A strategic plan for generous giving
- An estate plan that becomes an enduring legacy
As Purpose Driven advisors we believe wealth management is about more than investing; it's about helping you pursue True Financial Success and bringing your values to life through accomplishing your most important goals.We take the time to ask hard, smart questions so that we can understand your values, guiding principles, and priorities. These shape and inform how we approach every element of building a customized financial strategy which includes:* Mission driven goals* Values aligned and goals based portfolio* A strategic plan for generous giving* An estate plan that becomes an enduring legacy Our Purpose Driven Wealth Management Framework drives intentional and purposeful decisions that promote a flourishing family or organization.
ChFC®, CFP®, 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.
