The KMG Group’s service model at Merrill Lynch Wealth Management is focused on consistency and discipline to provide our clients with an exemplary service experience and access to highly sophisticated financial solutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the cost associated with a recommendation. The KMG Group applies this goals-based approach to servicing the financial needs of high net worth individuals and their families, businesses, corporate 401(k) plans, and largely to 501(c)(3) non-profit organizations.
The KMG Group’s approach to wealth management is consultative, objective and committed to excellence. Drawing upon the breadth and depth of Merrill's wealth management platform and with access to Bank of America's expansive banking services, our Group works with our clients to implement sophisticated financial strategies that go beyond investing in stocks and bonds. We help our clients build and transfer their wealth effectively, satisfy current and expected liquidity needs, manage expected college education costs, plan for maintaining sufficient retirement income, and help ensure that our non-profit client organizations are effectively executing within the parameters set forth in their investment guidelines.
Clients can expect a service model centered on the highest level of client confidentiality and full disclosure. The KMG Group focuses on maintaining open communication and proactive, consistent reviews. We take the time to listen to and review our clients' financial situations in order to develop the strategies and solutions necessary to help meet their short- and long-term financial goals.
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.
CFP®, CPFA®, 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.
