The Valdes Group’s mission is to understand the core purpose behind each client's wealth. By embracing their values, opinions, and perspectives, we foster an advisory environment that encourages innovative and critical thinking. As a boutique-like financial practice within Merrill Private Wealth Management, we bring together a team of industry professionals who provide the comprehensive resources of a global institution through a single point of contact. We prioritize each client's relationship, valuing it both personally and professionally, and find fulfillment in enriching their lives.
The Valdes Group operates as a boutique financial practice within Merrill Private Wealth Management. We are a group comprised of industry professionals that delivers all the resources of a global institution through one single point of contact. We work with individuals, entrepreneurs, families, and businesses to serve their complete wealth management needs to deliver a family-office experience where each client gains customized support and disciplined financial oversight. Our goal is to always provide the education, resources and transparency that keep clients informed, while having the freedom to pursue unique opportunities across the broad financial landscape.
Collaboration
Our mission is to understand each client's primary purpose for their wealth. By embracing their values, opinions, and perspectives we are able to create an advisory environment that inspires the freedom to think differently. By constantly analyzing the financial markets and researching opportunities specific to each individual, we seek to find the most efficient way to help each client achieve their financial objectives using a goals-based wealth management approach.
Customized Support
Our service model provides the stability clients need to prepare for the future. Each associate has a distinct industry background that complements the full spectrum of capabilities and personalized services we deliver to help simplify our clients' lives. Through active/passive portfolio management, daily financial oversight, multigenerational planning, lending solutions and beyond from Bank of America, clients gain lifelong, collaborative advisors who guide and serve them and their families with what we believe is an industry-leading standard of support.
Core Values
Integrity, trust, discipline, and open communication comprise the essence of The Valdes Group. With everything we do, we offer transparency to help clients make more informed decisions. Our priority is to provide the financial acumen that enables each client to confidently and consistently know they are moving on the right path toward their financial goals. With each client we serve, we value their relationship, both personally and professionally, and share joy in enhancing their lives.
CFP®, CKP®, CPFA™
CFP®, CPFA™, CRPC™
AWMA™
AWMA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
