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 are a goals based wealth management advisory team who values personal relationships and offers individualized recommendations to complex financial issues facing the clients we serve today. Every relationship begins by assisting clients to identify their investment personality, financial goals, and life priorities. We believe in asking the right questions around family, health, leisure, home, work, and finances.
The clients we serve range from individuals to foundations and businesses not just geographically concentrated in Florida, but in cities and towns across the country. With offices in Sarasota and Bradenton Florida, our team is designed to deliver a customized experience that goes beyond portfolio management. We are committed to your client service experience and satisfaction.
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.
