Our team’s mission is to be an insightful resource for clients as they accumulate and preserve their wealth. We focus on numerous areas of wealth management including retirement income planning, legacy and estate services, education funding, health care planning, liability management, and tax minimization strategies. We also offer concierge access to personal and private banking, lending services as well as commercial banking through Bank of America and Bank of America Private Bank.
As Merrill Lynch Wealth Management Advisors, we are dedicated to our client's success and work together to create a strategy built around their priorities. Our approach is simple, transparent, and supported by thoughtful investment guidance. We also coordinate with our client's other professionals; such as estate attorneys, CPAs, insurance agents, etc., to offer one cohesive strategy and to ease the communication overload.
As a Valaes, Carruthers, & Associates Wealth Management client, you will receive the following benefits:
• A customized portfolio tailored to your financial needs
• Assistance determining the proper course of action with various financial decisions
• Frequent portfolio analysis
• Generational estate planning services
• Net worth and balance sheet analysis
• Investment opportunities and risk mitigation
CPFA®, CPWA®, CRPC™
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.
