Edery, Sanchez & Associates
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
At Edery, Sanchez & Associates we are dedicated to serving our ultra-high net worth US based and international clients with the highest level of professionalism and integrity. Our deep care for our clients drives us to offer well thought out tax efficient financial strategies tailored to your unique needs.
We strive for excellence in every aspect of our work, maintaining transparency, structural soundness, and disciplined strategies. With our extensive knowledge and experience, we help you pursue the goals that are most important to you.
Your trust and objectives are at the heart of everything we do.
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.
