We can assist you in making key financial choices, differentiating between needs and wants, then creating investment strategies intended to help you enjoy your lifestyle and preserve your wealth.
We work closely with you to determine how much income you'll need to sustain your current lifestyle, and what trade-offs you could live with, if you had to. This process will help establish the portfolio size and composition you need to help maintain and grow your assets. The portfolios and investment strategies we help you develop are carefully aligned with your goals, time horizon, liquidity needs and risk tolerance.
As we help create your customized portfolio, we take great pride in drawing on the capabilities of Merrill to help address the different components of your complex financial life.
We also believe strongly in openness—we will keep you informed about the investments you own, the reasons you own them and what fees you are paying.
We recommend that before you invest, you give us the opportunity to gain a thorough understanding of your unique situation, values, goals and objectives. Our conversations with you are geared toward identifying your "core," the portion of your portfolio intended to minimize risk.In our view, the primary aim of any long-term investment strategy should be to limit the risk of your financial core—so that you have the ability to maintain your desired lifestyle. Once your core assets are in place, we seek to invest the balance of your portfolio in securities that offer growth potential.Of course, growing your assets cannot be done without employing strategies designed to preserve those assets. While no investment is risk-free, we utilize a risk-based approach, recommending and selecting investments we believe offer favorable long-term prospects.
CFP®, CPFA®, CRPC™
CRPC™
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.
