TWJ Wealth Management Team
Merrill Lynch Wealth Management
The mission of the TWJ Wealth Management Team is to meaningfully, and empathetically, understand the client’s situation, needs, and goals by carefully listening, asking smart questions, and taking the time to develop a strong profile. This is done with specific regards to what may already have been completed and the investments and gains in place. We then conduct statistical analysis and apply our proven process, experience, and leadership to design a customized wealth management strategy. The strategy addresses goals, taxes, income needs, retirement debt, estate planning, and the well-informed stewardship of both assets and legacy. Upon implementation, the strategy is adjusted as needs, situations, and market environments change. Service is personal and immediate for client convenience. Dedicated efforts are made to reduce the client’s time commitments and help ensure comfort, safety, and organization. When our clients succeed, we succeed, and their interest must always come first.
When clients work with the team, they will find unmatched service and response times. There are no menu systems as calls are handled immediately and personally. The team prides itself on timely return of emails as well. Regular contact with clients is a commitment with research updates, portfolio recommendations, performance reports, service updates, and certainly whenever there is a service need or client inquiry.
CFA
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.
