Lopez & Associates
Our fundamental mission as a team is to provide financial confidence to our clients. We strive to accomplish this objective in close collaboration with our clients by listening and understanding their life goals, objectives and concerns. Our process starts with a creative, well designed financial plan that encompasses portfolio management strategy, tax, estate and legacy planning services, asset and liability management, tax sensitive management, philanthropy and family dynamics. We proactively work with our clients to rebalance portfolios to respond to ever changing market trends and dynamics, drawing from our deep investment experience here at Merrill.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
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.
