Our Group is Engaged and Committed to Your Success
When you work with The Group AG, you are not just getting an individual, you are getting a team supported by decades of experience in the financial services industry. We are focused on earning and maintaining your trust by fulfilling your needs and expectations. We have found that frequent communication, honesty and transparency can lead to success. We are accountable to you and are committed to maintaining an open dialogue with you in the framework of seven life priorities: health, home, family, leisure, giving, work and finance.
Our talented client associates are dedicated to the efficient administration of your financial needs
They strive to provide world-class service in a prompt and professional manner. Our goal is to help eliminate stress from your daily routine. The Group AG has the breadth and depth of engaged, experienced and conscientious professionals to address a broad array of financial and administrative situations.
Since 1998, The Group AG has offered customized wealth management services to affluent individuals, families, and professionals. We are focused on creating a strategy for your financial future based on your particular needs, priorities, hopes and concerns.We aim to develop a long-term relationship with you based on the understanding of your personal and financial goals. We are a multigenerational team that can work with everyone in your extended family, from the grandparents to the grandchildren. Our investment models, service schedule and pricing structure are all designed to serve the needs of multigenerational families.By combining what we know about your extended family, finances and values, we can help you develop a wealth management strategy that can be tailored to meet your evolving financial needs. Together, we will review your portfolio periodically to ensure your investments continue to align to your stated goals.
CFP®, CPWA®, CRPC™
CIMA®, CKP®, CPFA®
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.
