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.
We have immersed ourselves to help meet the needs of affluent clients who expect personalized investment advice and service. Having one of the most powerful and diverse investment platforms, we are able to provide sound,transparent and personalized strategies. In addition to our own capabilities, we respect, and work closely with our clients' outside professionals such as accountants and attorneys.
We believe we are qualified by experience, to understand your personal objectives and provide you with the guidance needed to navigate through an ever changing landscape. Our team is committed to a long term relationship based on our enduring principle of trust and integrity. We strive to deliver the intimate and refined approach of a boutique, complimented with the capabilities from one of the world's most elite investment and banking institutions. You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized lending guidance focused on your needs. We invite you to schedule an appointment with us, at no obligation.
*Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.
CFP®
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.
