Bourque Searing Wealth Management Group
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.
Imagine needing to travel across an ocean by sailboat. You have enough resources to purchase a boat, but you don't know which boat would best suit your specific needs. Not having much sailing experience, you are also concerned about changing winds and water currents that may affect your travel. Should you venture out on your own, or ask for professional assistance?
At Bourque Searing Wealth Management Group, we believe that investing is much like sailing over an ocean. Some people may just open up their sails in the direction they want to go and wait for the right wind to come, but more experienced mariners know how to use shifting winds to progress toward their goal. Our clients may have different destinations, but consistent time-tested principles and strategy overlay every journey. When you embark with us, we will employ our five-step approach to cross your OCEAN.
O-rganize your finances and develop a complete financial picture
C-reate a customized plan to arrive at your destination
E-ngage the markets with strategy and discipline
A-ssess our progress and review your situation and goals
N-avigate any directional changes
While all advisors offer you the various services you need, we tie all the pieces together to help simplify and organize your life. We believe this will provide the clarity and assurance that you need for your journey.
ChFC®, CPFA®
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.
