The Frederick Group
The Frederick Group adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Recommended solutions will address risk tolerance, time horizon, liquidity needs, overall investment goals and the cost associated with a recommendation. Before any financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, we are able to help you establish objectives, develop an appropriate strategy, and make recommendations that draw upon the breadth and depth of Total Merrill™ to connect all the pieces of your financial life. The Frederick Group can conduct regular reviews with you to help you track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
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.
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.
